AAS
Asset Allocation Strategies’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
2,190
+133
| +6% | +$17.6K | 0.06% | 120 |
|
|
2025
Q1 | $284K | Hold |
2,057
| – | – | 0.07% | 115 |
|
|
2024
Q4 | $255K | Buy |
2,057
+12
| +0.6% | +$1.49K | 0.06% | 119 |
|
|
2024
Q3 | $263K | Buy |
2,045
+49
| +2% | +$6.29K | 0.07% | 99 |
|
|
2024
Q2 | $221K | Sell |
1,996
-123
| -6% | -$13.6K | 0.07% | 83 |
|
|
2024
Q1 | $238K | Buy |
+2,119
| New | +$238K | 0.08% | 69 |
|