EverSource Wealth Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Sell |
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|
2025
Q1 | $230K | Buy |
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|
2024
Q4 | $146K | Buy |
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|
2024
Q3 | $143K | Buy |
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|
2024
Q2 | $131K | Buy |
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|
2024
Q1 | $114K | Buy |
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|
2023
Q4 | $15K | Sell |
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|
2023
Q3 | $18.7K | Buy |
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|
2023
Q2 | $15.7K | Buy |
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|
2023
Q1 | $14.1K | Sell |
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|
2022
Q4 | $15.7K | Buy |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $9K | Sell |
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|
2021
Q4 | $9K | Buy |
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