Fermata 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
Q3 | – | Sell |
|
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|
2025
Q2 | $261K | Buy |
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|
2025
Q1 | $264K | Buy |
|
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|
2024
Q4 | $228K | Buy |
|
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|
2024
Q3 | $241K | Buy |
|
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|
2024
Q2 | $206K | Buy |
|
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|
2024
Q1 | $207K | Buy |
|
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|
2023
Q4 | $202K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $208K | Buy |
|
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|
2022
Q3 | $204K | Sell |
|
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $244K | Buy |
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|
2021
Q4 | $211K | Buy |
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|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $227K | Buy |
|