Bartlett & Co 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
Q3 | $10.3K | Hold |
|
|||||
|
2025
Q2 | $9.62K | Buy |
|
|||||
|
2025
Q1 | $9.89K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $51K | Hold |
|
|||||
|
2021
Q1 | $52.3K | Hold |
|
|||||
|
2020
Q4 | $47.8K | Buy |
|
|||||
|
2020
Q3 | $5.22K | Hold |
|
|||||
|
2020
Q2 | $4.88K | Hold |
|
|||||
|
2020
Q1 | $4.38K | Sell |
|
|||||
|
2019
Q4 | $13.6K | Hold |
|
|||||
|
2019
Q3 | $13.9K | Hold |
|
|||||
|
2019
Q2 | $13.4K | Hold |
|
|||||
|
2019
Q1 | $13.1K | Hold |
|
|||||
|
2018
Q4 | $11.6K | Sell |
|
|||||
|
2018
Q3 | $179K | Hold |
|
|||||
|
2018
Q2 | $170K | Hold |
|
|||||
|
2018
Q1 | $172K | Buy |
|