Gen-Wealth Partners’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 | $73.3K | Hold |
553
| – | – | 0.03% | 310 |
|
|
2025
Q1 | $76.5K | Sell |
553
-50
| -8% | -$6.91K | 0.03% | 302 |
|
|
2024
Q4 | $72.8K | Sell |
603
-122
| -17% | -$14.7K | 0.03% | 327 |
|
|
2024
Q3 | $90K | Buy |
725
+107
| +17% | +$13.3K | 0.04% | 297 |
|
|
2024
Q2 | $68.6K | Buy |
618
+6
| +1% | +$666 | 0.03% | 344 |
|
|
2024
Q1 | $68.6K | Buy |
+612
| New | +$68.6K | 0.03% | 348 |
|