Beaird Harris 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
Q2 | $13.2K | Hold |
100
| – | – | ﹤0.01% | 360 |
|
|
2025
Q1 | $13.8K | Sell |
100
-735
| -88% | -$102K | ﹤0.01% | 337 |
|
|
2024
Q4 | $101K | Hold |
835
| – | – | 0.01% | 173 |
|
|
2024
Q3 | $107K | Sell |
835
-1,000
| -54% | -$128K | 0.01% | 172 |
|
|
2024
Q2 | $204K | Sell |
1,835
-4
| -0.2% | -$444 | 0.02% | 121 |
|
|
2024
Q1 | $206K | Hold |
1,839
| – | – | 0.02% | 116 |
|
|
2023
Q4 | $203K | Buy |
1,839
+4
| +0.2% | +$441 | 0.02% | 106 |
|
|
2023
Q3 | $182K | Hold |
1,835
| – | – | 0.02% | 102 |
|
|
2023
Q2 | $202K | Hold |
1,835
| – | – | 0.02% | 97 |
|
|
2023
Q1 | $201K | Sell |
1,835
-29
| -2% | -$3.18K | 0.04% | 85 |
|
|
2022
Q4 | $219K | Sell |
1,864
-21
| -1% | -$2.47K | 0.04% | 84 |
|
|
2022
Q3 | $217K | Buy |
1,885
+795
| +73% | +$91.5K | 0.05% | 77 |
|
|
2022
Q2 | $138K | Buy |
1,090
+195
| +22% | +$24.7K | 0.04% | 77 |
|
|
2022
Q1 | $118K | Buy |
895
+100
| +13% | +$13.2K | 0.04% | 117 |
|
|
2021
Q4 | $95K | Buy |
+795
| New | +$95K | 0.03% | 172 |
|