International Private Wealth Advisors’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 | $292K | Sell |
2,206
-407
| -16% | -$53.9K | 0.25% | 120 |
|
|
2025
Q1 | $361K | Buy |
2,613
+302
| +13% | +$41.8K | 0.35% | 84 |
|
|
2024
Q4 | $279K | Buy |
2,311
+43
| +2% | +$5.19K | 0.28% | 105 |
|
|
2024
Q3 | $291K | Sell |
2,268
-132
| -6% | -$17K | 0.43% | 75 |
|
|
2024
Q2 | $266K | Buy |
2,400
+11
| +0.5% | +$1.22K | 0.45% | 85 |
|
|
2024
Q1 | $268K | Buy |
+2,389
| New | +$268K | 0.52% | 79 |
|