Integrated Wealth Concepts’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846K | Buy |
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|
2025
Q1 | $689K | Buy |
|
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|
2024
Q4 | $524K | Buy |
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|
2024
Q3 | $494K | Buy |
|
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|
2024
Q2 | $424K | Buy |
|
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|
2024
Q1 | $425K | Sell |
|
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|
2023
Q4 | $476K | Buy |
|
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|
2023
Q3 | $362K | Sell |
|
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|
2023
Q2 | $477K | Buy |
|
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|
2023
Q1 | $444K | Buy |
|
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|
2022
Q4 | $345K | Sell |
|
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|
2022
Q3 | $338K | Buy |
|
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|
2022
Q2 | $291K | Buy |
|
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|
2022
Q1 | $301K | Buy |
|
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|
2021
Q4 | $272K | Sell |
|
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|
2021
Q3 | $312K | Buy |
|