Dynasty 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 | $308K | Sell |
2,324
-1,204
| -34% | -$160K | 0.01% | 209 |
|
|
2025
Q1 | $319K | Buy |
3,528
+1,618
| +85% | +$146K | 0.01% | 222 |
|
|
2024
Q4 | $231K | Buy |
1,910
+63
| +3% | +$7.61K | ﹤0.01% | 242 |
|
|
2024
Q3 | $237K | Sell |
1,847
-8
| -0.4% | -$1.03K | 0.01% | 213 |
|
|
2024
Q2 | $206K | Buy |
+1,855
| New | +$206K | 0.01% | 237 |
|