Glass Jacobson Investment Advisors’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 | – | Sell |
-8
| Closed | -$966 | – | 630 |
|
|
2025
Q1 | $966 | Hold |
8
| – | – | ﹤0.01% | 794 |
|
|
2024
Q4 | $966 | Buy |
+8
| New | +$966 | ﹤0.01% | 794 |
|
|
2023
Q3 | – | Sell |
-4
| Closed | -$441 | – | 808 |
|
|
2023
Q2 | $441 | Buy |
+4
| New | +$441 | ﹤0.01% | 762 |
|
|
2022
Q4 | $470 | Buy |
+4
| New | +$470 | ﹤0.01% | 796 |
|