EWS
Evergreen Wealth Solutions’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Sell |
5,221
-505
| -9% | -$66.9K | 0.42% | 47 |
|
|
2025
Q1 | $792K | Sell |
5,726
-829
| -13% | -$115K | 0.53% | 35 |
|
|
2024
Q4 | $791K | Sell |
6,555
-891
| -12% | -$108K | 0.55% | 36 |
|
|
2024
Q3 | $956K | Sell |
7,446
-2,480
| -25% | -$318K | 0.65% | 26 |
|
|
2024
Q2 | $1.1M | Sell |
9,926
-924
| -9% | -$103K | 0.78% | 24 |
|
|
2024
Q1 | $1.22M | Sell |
10,850
-2
| -0% | -$224 | 0.9% | 27 |
|
|
2023
Q4 | $1.2M | Sell |
10,852
-2,049
| -16% | -$226K | 1.02% | 26 |
|
|
2023
Q3 | $1.28M | Buy |
12,901
+232
| +2% | +$23K | 1.29% | 24 |
|
|
2023
Q2 | $1.39M | Buy |
12,669
+477
| +4% | +$52.5K | 1.41% | 20 |
|
|
2023
Q1 | $1.34M | Buy |
12,192
+222
| +2% | +$24.3K | 1.54% | 18 |
|
|
2022
Q4 | $1.41M | Buy |
11,970
+254
| +2% | +$29.9K | 1.86% | 17 |
|
|
2022
Q3 | $1.35M | Buy |
11,716
+925
| +9% | +$106K | 1.91% | 13 |
|
|
2022
Q2 | $1.37M | Buy |
10,791
+344
| +3% | +$43.6K | 1.68% | 16 |
|
|
2022
Q1 | $1.38M | Buy |
10,447
+351
| +3% | +$46.4K | 1.34% | 20 |
|
|
2021
Q4 | $1.21M | Buy |
+10,096
| New | +$1.21M | 1.09% | 26 |
|