Bogart Wealth LLC’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 | $14.6K | Hold |
110
| – | – | ﹤0.01% | 704 |
|
|
2025
Q1 | $15.2K | Sell |
110
-4
| -4% | -$553 | ﹤0.01% | 647 |
|
|
2024
Q4 | $13.8K | Buy |
114
+14
| +14% | +$1.69K | ﹤0.01% | 660 |
|
|
2024
Q3 | $12.8K | Hold |
100
| – | – | ﹤0.01% | 636 |
|
|
2024
Q2 | $11.1K | Hold |
100
| – | – | ﹤0.01% | 641 |
|
|
2024
Q1 | $11.2K | Hold |
100
| – | – | ﹤0.01% | 626 |
|
|
2023
Q4 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 605 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 644 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 482 |
|