International Assets Investment Management’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 | $1.04M | Sell |
7,874
-235
| -3% | -$31.1K | 0.08% | 229 |
|
|
2025
Q1 | $1.12M | Sell |
8,109
-3,455
| -30% | -$478K | 0.1% | 211 |
|
|
2024
Q4 | $1.4M | Buy |
+11,564
| New | +$1.4M | 0.12% | 161 |
|
|
2023
Q1 | – | Sell |
-2,586
| Closed | -$304K | – | 1206 |
|
|
2022
Q4 | $304K | Buy |
+2,586
| New | +$304K | 0.03% | 467 |
|
|
2021
Q2 | – | Sell |
-1,175
| Closed | -$121K | – | 853 |
|
|
2021
Q1 | $121K | Hold |
1,175
| – | – | 0.01% | 650 |
|
|
2020
Q4 | $121K | Buy |
+1,175
| New | +$121K | 0.02% | 524 |
|