Avion Wealth’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 | $3K | Sell |
29
-2
| -6% | -$207 | ﹤0.01% | 711 |
|
|
2025
Q1 | $3K | Hold |
31
| – | – | ﹤0.01% | 625 |
|
|
2024
Q4 | $3K | Buy |
31
+5
| +19% | +$484 | ﹤0.01% | 623 |
|
|
2024
Q3 | $3K | Buy |
26
+10
| +63% | +$1.15K | ﹤0.01% | 601 |
|
|
2024
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 716 |
|
|
2024
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 661 |
|
|
2023
Q4 | $2K | Buy |
16
+6
| +60% | +$750 | ﹤0.01% | 548 |
|
|
2023
Q3 | $0 | Sell |
10
-14
| -58% | – | ﹤0.01% | 895 |
|
|
2023
Q2 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 463 |
|