JFS Wealth Advisors’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 | $8.21K | Buy |
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|
2025
Q1 | $6.5K | Sell |
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|
2024
Q4 | $6.4K | Buy |
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|
2024
Q3 | $6.42K | Buy |
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|
2024
Q2 | $4.11K | Buy |
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|
2024
Q1 | $1.46K | Sell |
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|
2023
Q4 | $2.32K | Buy |
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|
2023
Q3 | $1.69K | Sell |
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|
2023
Q2 | $4.51K | Buy |
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|
2023
Q1 | $4.16K | Sell |
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|
2022
Q4 | $5.64K | Sell |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $6K | Buy |
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|
2021
Q4 | $2K | Buy |
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