GoalVest Advisory’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 | $19.2K | Buy |
+145
| New | +$19.2K | ﹤0.01% | 275 |
|
|
2024
Q2 | – | Sell |
-210
| Closed | -$23.5K | – | 342 |
|
|
2024
Q1 | $23.5K | Buy |
210
+150
| +250% | +$16.8K | 0.01% | 253 |
|
|
2023
Q4 | $6.62K | Buy |
+60
| New | +$6.62K | ﹤0.01% | 279 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 366 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 404 |
|