Integrated Wealth Concepts’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 | $846K | Buy |
6,388
+1,407
| +28% | +$186K | 0.01% | 1015 |
|
|
2025
Q1 | $689K | Buy |
4,981
+641
| +15% | +$88.6K | 0.01% | 1004 |
|
|
2024
Q4 | $524K | Buy |
4,340
+491
| +13% | +$59.3K | 0.01% | 1101 |
|
|
2024
Q3 | $494K | Buy |
3,849
+31
| +0.8% | +$3.98K | 0.01% | 1089 |
|
|
2024
Q2 | $424K | Buy |
3,818
+31
| +0.8% | +$3.44K | 0.01% | 1126 |
|
|
2024
Q1 | $425K | Sell |
3,787
-533
| -12% | -$59.8K | 0.01% | 1126 |
|
|
2023
Q4 | $476K | Buy |
4,320
+676
| +19% | +$74.5K | 0.01% | 1019 |
|
|
2023
Q3 | $362K | Sell |
3,644
-695
| -16% | -$69K | 0.01% | 1138 |
|
|
2023
Q2 | $477K | Buy |
4,339
+288
| +7% | +$31.7K | 0.01% | 996 |
|
|
2023
Q1 | $444K | Buy |
4,051
+1,118
| +38% | +$123K | 0.01% | 895 |
|
|
2022
Q4 | $345K | Sell |
2,933
-3
| -0.1% | -$353 | 0.01% | 771 |
|
|
2022
Q3 | $338K | Buy |
2,936
+641
| +28% | +$73.8K | 0.01% | 700 |
|
|
2022
Q2 | $291K | Buy |
2,295
+16
| +0.7% | +$2.03K | 0.01% | 769 |
|
|
2022
Q1 | $301K | Buy |
2,279
+6
| +0.3% | +$792 | 0.01% | 737 |
|
|
2021
Q4 | $272K | Sell |
2,273
-522
| -19% | -$62.5K | 0.01% | 820 |
|
|
2021
Q3 | $312K | Buy |
+2,795
| New | +$312K | 0.01% | 730 |
|