Avior Wealth Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.66K | Sell |
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|
2024
Q3 | $197K | Buy |
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|
2024
Q2 | $166K | Sell |
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|
2024
Q1 | $171K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $331K | Hold |
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|
2020
Q4 | $302K | Hold |
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|
2020
Q3 | $286K | Sell |
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|
2020
Q2 | $331K | Sell |
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|
2020
Q1 | $348K | Buy |
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|
2019
Q4 | $372K | Hold |
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|
2019
Q3 | $381K | Buy |
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|
2019
Q2 | $320K | Hold |
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|
2019
Q1 | $312K | Hold |
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|
2018
Q4 | $276K | Hold |
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|
2018
Q3 | $273K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Buy |
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