Icon Wealth Partners’s DTE Energy DTE Stock Holding History

Icon Wealth Partners’s Portfolio DTE Stock Details DTE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$288K	Sell
2023 Q1	$335K	Buy
2022 Q2	$387K	Hold
2022 Q1	$404K	Buy
2021 Q4	–	Sell
2021 Q3	$341K	Sell
2021 Q2	$396K	Hold
2021 Q1	$407K	Buy