Dynamic Advisor Solutions’s DTE Energy DTE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,957
Closed -$220K 956
2024
Q1
$220K Sell
1,957
-25
-1% -$2.8K 0.01% 839
2023
Q4
$219K Buy
+1,982
New +$219K 0.01% 809