Icon Wealth Partners’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,616
| Closed | -$288K | – | 405 |
|
|
2023
Q2 | $288K | Sell |
2,616
-439
| -14% | -$48.3K | 0.03% | 261 |
|
|
2023
Q1 | $335K | Buy |
+3,055
| New | +$335K | 0.04% | 244 |
|
|
2022
Q2 | $387K | Hold |
3,055
| – | – | 0.05% | 210 |
|
|
2022
Q1 | $404K | Buy |
+3,055
| New | +$404K | 0.04% | 232 |
|
|
2021
Q4 | – | Sell |
-3,055
| Closed | -$341K | – | 326 |
|
|
2021
Q3 | $341K | Sell |
3,055
-535
| -15% | -$59.7K | 0.04% | 264 |
|
|
2021
Q2 | $396K | Hold |
3,590
| – | – | 0.04% | 253 |
|
|
2021
Q1 | $407K | Buy |
+3,590
| New | +$407K | 0.05% | 232 |
|