IMA Advisory Services’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
$267 Buy
+2
New +$267 ﹤0.01% 447
2022
Q4
Sell
-2
Closed 374
2022
Q3
$0 Buy
+2
New ﹤0.01% 353
2020
Q4
Sell
-33
Closed -$3K 297
2020
Q3
$3K Buy
+33
New +$3K ﹤0.01% 248