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Bellwether Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.94K | Hold |
75
| – | – | ﹤0.01% | 372 |
|
|
2025
Q1 | $10.4K | Hold |
75
| – | – | ﹤0.01% | 317 |
|
|
2024
Q4 | $9.06K | Buy |
+75
| New | +$9.06K | ﹤0.01% | 346 |
|
|
2023
Q2 | – | Sell |
-75
| Closed | -$8.22K | – | 197 |
|
|
2023
Q1 | $8.22K | Hold |
75
| – | – | ﹤0.01% | 285 |
|
|
2022
Q4 | $8.81K | Sell |
75
-66
| -47% | -$7.76K | ﹤0.01% | 278 |
|
|
2022
Q3 | $16K | Buy |
141
+28
| +25% | +$3.18K | 0.01% | 230 |
|
|
2022
Q2 | $14K | Buy |
113
+10
| +10% | +$1.24K | ﹤0.01% | 232 |
|
|
2022
Q1 | $13K | Hold |
103
| – | – | ﹤0.01% | 291 |
|
|
2021
Q4 | $12K | Sell |
103
-10
| -9% | -$1.17K | ﹤0.01% | 315 |
|
|
2021
Q3 | $12K | Buy |
113
+38
| +51% | +$4.04K | ﹤0.01% | 290 |
|
|
2021
Q2 | $9K | Sell |
75
-25
| -25% | -$3K | ﹤0.01% | 275 |
|
|
2021
Q1 | $13K | Hold |
100
| – | – | 0.01% | 229 |
|
|
2020
Q4 | $12K | Buy |
+100
| New | +$12K | 0.01% | 222 |
|