Great Valley Advisor Group’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 |
-1,562
| Closed | -$215K | – | 905 |
|
|
2025
Q1 | $215K | Buy |
+1,562
| New | +$215K | ﹤0.01% | 816 |
|
|
2022
Q3 | – | Sell |
-1,656
| Closed | -$210K | – | 684 |
|
|
2022
Q2 | $210K | Buy |
+1,656
| New | +$210K | 0.01% | 627 |
|
|
2021
Q2 | – | Sell |
-1,805
| Closed | -$204K | – | 544 |
|
|
2021
Q1 | $204K | Buy |
+1,805
| New | +$204K | 0.02% | 476 |
|