Dynasty Wealth Management’s DTE Energy DTE Stock Holding History

Dynasty Wealth Management’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$308K	Sell
2025 Q1	$319K	Buy
2024 Q4	$231K	Buy
2024 Q3	$237K	Sell
2024 Q2	$206K	Buy