Dogwood 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 | $1.69K | Buy |
13
+3
| +30% | +$391 | ﹤0.01% | 580 |
|
2025
Q1 | $1.38K | Buy |
+10
| New | +$1.38K | ﹤0.01% | 408 |
|
2024
Q4 | – | Hold |
0
| – | -$3 | – | 396 |
|
2024
Q3 | – | Hold |
0
| – | -$2 | – | 390 |
|
2024
Q2 | – | Hold |
0
| – | -$2 | – | 480 |
|
2024
Q1 | – | Hold |
0
| – | -$3 | – | 479 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 461 |
|