Arbor Wealth Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $504K | Hold |
3,808
| – | – | 0.41% | 33 |
|
2025
Q1 | $527K | Hold |
3,808
| – | – | 0.47% | 30 |
|
2024
Q4 | $460K | Hold |
3,808
| – | – | 0.41% | 36 |
|
2024
Q3 | $489K | Hold |
3,808
| – | – | 0.44% | 32 |
|
2024
Q2 | $423K | Hold |
3,808
| – | – | 0.42% | 33 |
|
2024
Q1 | $427K | Hold |
3,808
| – | – | 0.4% | 34 |
|
2023
Q4 | $420K | Buy |
+3,808
| New | +$420K | 0.43% | 35 |
|