Centerpoint Advisors’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 | $24K | Buy |
182
+2
| +1% | +$264 | 0.01% | 211 |
|
2025
Q1 | $25K | Hold |
180
| – | – | 0.01% | 215 |
|
2024
Q4 | $22K | Hold |
180
| – | – | 0.01% | 249 |
|
2024
Q3 | $23K | Hold |
180
| – | – | 0.01% | 246 |
|
2024
Q2 | $20K | Hold |
180
| – | – | 0.01% | 264 |
|
2024
Q1 | $20K | Hold |
180
| – | – | 0.01% | 241 |
|
2023
Q4 | $20K | Hold |
180
| – | – | 0.01% | 231 |
|
2023
Q3 | $18K | Hold |
180
| – | – | 0.01% | 242 |
|
2023
Q2 | $20K | Buy |
+180
| New | +$20K | 0.01% | 245 |
|