JFS 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 | $8.21K | Buy |
62
+15
| +32% | +$1.99K | ﹤0.01% | 927 |
|
|
2025
Q1 | $6.5K | Sell |
47
-6
| -11% | -$830 | ﹤0.01% | 1021 |
|
|
2024
Q4 | $6.4K | Buy |
53
+3
| +6% | +$362 | ﹤0.01% | 1023 |
|
|
2024
Q3 | $6.42K | Buy |
50
+13
| +35% | +$1.67K | ﹤0.01% | 1027 |
|
|
2024
Q2 | $4.11K | Buy |
37
+24
| +185% | +$2.67K | ﹤0.01% | 1143 |
|
|
2024
Q1 | $1.46K | Sell |
13
-8
| -38% | -$897 | ﹤0.01% | 1551 |
|
|
2023
Q4 | $2.32K | Buy |
21
+4
| +24% | +$441 | ﹤0.01% | 1362 |
|
|
2023
Q3 | $1.69K | Sell |
17
-24
| -59% | -$2.38K | ﹤0.01% | 1427 |
|
|
2023
Q2 | $4.51K | Buy |
41
+3
| +8% | +$330 | ﹤0.01% | 1049 |
|
|
2023
Q1 | $4.16K | Sell |
38
-10
| -21% | -$1.1K | ﹤0.01% | 1068 |
|
|
2022
Q4 | $5.64K | Sell |
48
-13
| -21% | -$1.53K | ﹤0.01% | 947 |
|
|
2022
Q3 | $7K | Sell |
61
-10
| -14% | -$1.15K | ﹤0.01% | 856 |
|
|
2022
Q2 | $9K | Buy |
71
+26
| +58% | +$3.3K | ﹤0.01% | 789 |
|
|
2022
Q1 | $6K | Buy |
45
+29
| +181% | +$3.87K | ﹤0.01% | 963 |
|
|
2021
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 1061 |
|