AEPWM
Atlantic Edge Private Wealth Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.8K | Hold |
655
| – | – | 0.02% | 169 |
|
|
2025
Q1 | $90.6K | Hold |
655
| – | – | 0.03% | 168 |
|
|
2024
Q4 | $79.1K | Sell |
655
-5,890
| -90% | -$711K | 0.02% | 173 |
|
|
2024
Q3 | $840K | Buy |
6,545
+266
| +4% | +$34.2K | 0.26% | 80 |
|
|
2024
Q2 | $697K | Buy |
6,279
+169
| +3% | +$18.8K | 0.23% | 80 |
|
|
2024
Q1 | $685K | Buy |
6,110
+750
| +14% | +$84.1K | 0.24% | 82 |
|
|
2023
Q4 | $591K | Buy |
+5,360
| New | +$591K | 0.24% | 83 |
|