Icon Wealth 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 | $360K | Buy |
2,721
+61
| +2% | +$8.08K | 0.03% | 290 |
|
|
2025
Q1 | $368K | Sell |
2,660
-1
| -0% | -$138 | 0.03% | 260 |
|
|
2024
Q4 | $321K | Hold |
2,661
| – | – | 0.03% | 290 |
|
|
2024
Q3 | $342K | Buy |
2,661
+9
| +0.3% | +$1.16K | 0.03% | 273 |
|
|
2024
Q2 | $320K | Sell |
2,652
-9
| -0.3% | -$1.09K | 0.03% | 272 |
|
|
2024
Q1 | $298K | Buy |
+2,661
| New | +$298K | 0.03% | 283 |
|
|
2022
Q4 | $359K | Hold |
3,055
| – | – | 0.04% | 222 |
|
|
2022
Q3 | $351K | Buy |
+3,055
| New | +$351K | 0.04% | 219 |
|