ICA Group Wealth Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $16.7K | Hold |
150
| – | – | 0.01% | 395 |
|
|
2024
Q1 | $16.8K | Hold |
150
| – | – | ﹤0.01% | 786 |
|
|
2023
Q4 | $16.5K | Buy |
+150
| New | +$16.5K | ﹤0.01% | 772 |
|
|
2023
Q3 | – | Sell |
-1,153
| Closed | -$127K | – | 462 |
|
|
2023
Q2 | $127K | Buy |
1,153
+3
| +0.3% | +$330 | 0.03% | 289 |
|
|
2023
Q1 | $126K | Hold |
1,150
| – | – | 0.03% | 301 |
|
|
2022
Q4 | $135K | Sell |
1,150
-4,041
| -78% | -$475K | 0.03% | 307 |
|
|
2022
Q3 | $597K | Hold |
5,191
| – | – | 0.13% | 168 |
|
|
2022
Q2 | $707K | Hold |
5,191
| – | – | 0.13% | 156 |
|
|
2022
Q1 | $688K | Buy |
+5,191
| New | +$688K | 0.13% | 156 |
|