Avior Wealth Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22
| Closed | -$2.66K | – | 1169 |
|
|
2024
Q4 | $2.66K | Sell |
22
-1,516
| -99% | -$183K | ﹤0.01% | 2057 |
|
|
2024
Q3 | $197K | Buy |
1,538
+50
| +3% | +$6.42K | 0.01% | 699 |
|
|
2024
Q2 | $166K | Sell |
1,488
-41
| -3% | -$4.56K | 0.01% | 721 |
|
|
2024
Q1 | $171K | Buy |
+1,529
| New | +$171K | 0.01% | 760 |
|
|
2021
Q2 | – | Sell |
-2,925
| Closed | -$331K | – | 1058 |
|
|
2021
Q1 | $331K | Hold |
2,925
| – | – | 0.04% | 352 |
|
|
2020
Q4 | $302K | Hold |
2,925
| – | – | 0.04% | 342 |
|
|
2020
Q3 | $286K | Sell |
2,925
-700
| -19% | -$68.4K | 0.04% | 337 |
|
|
2020
Q2 | $331K | Sell |
3,625
-688
| -16% | -$62.8K | 0.05% | 317 |
|
|
2020
Q1 | $348K | Buy |
4,313
+941
| +28% | +$75.9K | 0.07% | 247 |
|
|
2019
Q4 | $372K | Hold |
3,372
| – | – | 0.06% | 274 |
|
|
2019
Q3 | $381K | Buy |
3,372
+427
| +14% | +$48.2K | 0.07% | 254 |
|
|
2019
Q2 | $320K | Hold |
2,945
| – | – | 0.06% | 283 |
|
|
2019
Q1 | $312K | Hold |
2,945
| – | – | 0.07% | 268 |
|
|
2018
Q4 | $276K | Hold |
2,945
| – | – | 0.07% | 248 |
|
|
2018
Q3 | $273K | Buy |
+2,945
| New | +$273K | 0.06% | 280 |
|
|
2018
Q2 | – | Sell |
-14
| Closed | -$1K | – | 798 |
|
|
2018
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 721 |
|
|
2017
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 724 |
|