Mascoma Wealth 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 | $28.3K | Hold |
214
| – | – | 0.01% | 237 |
|
|
2025
Q1 | $29.6K | Hold |
214
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $25.8K | Hold |
214
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $27.5K | Hold |
214
| – | – | 0.01% | 240 |
|
|
2024
Q2 | $23.8K | Hold |
214
| – | – | 0.01% | 256 |
|
|
2024
Q1 | $24K | Hold |
214
| – | – | 0.01% | 245 |
|
|
2023
Q4 | $23.6K | Hold |
214
| – | – | 0.01% | 257 |
|
|
2023
Q3 | $21.2K | Hold |
214
| – | – | 0.01% | 266 |
|
|
2023
Q2 | $23.1K | Hold |
214
| – | – | 0.01% | 257 |
|
|
2023
Q1 | $24.1K | Hold |
214
| – | – | 0.01% | 316 |
|
|
2022
Q4 | $25.2K | Sell |
214
-80
| -27% | -$9.4K | 0.01% | 308 |
|
|
2022
Q3 | $34K | Hold |
294
| – | – | 0.01% | 281 |
|
|
2022
Q2 | $37K | Hold |
294
| – | – | 0.01% | 278 |
|
|
2022
Q1 | $39K | Hold |
294
| – | – | 0.01% | 297 |
|
|
2021
Q4 | $35K | Hold |
294
| – | – | 0.01% | 260 |
|
|
2021
Q3 | $33K | Buy |
+294
| New | +$33K | 0.01% | 242 |
|
|
2021
Q2 | – | Sell |
-345
| Closed | -$39K | – | 196 |
|
|
2021
Q1 | $39K | Buy |
+345
| New | +$39K | 0.02% | 239 |
|
|
2019
Q3 | – | Sell |
-345
| Closed | -$38K | – | 147 |
|
|
2019
Q2 | $38K | Hold |
345
| – | – | 0.02% | 175 |
|
|
2019
Q1 | $37K | Hold |
345
| – | – | 0.02% | 172 |
|
|
2018
Q4 | $32K | Hold |
345
| – | – | 0.02% | 166 |
|
|
2018
Q3 | $32K | Hold |
345
| – | – | 0.02% | 195 |
|
|
2018
Q2 | $30K | Buy |
345
+94
| +37% | +$8.17K | 0.02% | 187 |
|
|
2018
Q1 | $22K | Hold |
251
| – | – | 0.01% | 211 |
|
|
2017
Q4 | $22K | Hold |
251
| – | – | 0.01% | 207 |
|
|
2017
Q3 | $23K | Hold |
251
| – | – | 0.02% | 215 |
|
|
2017
Q2 | $23K | Hold |
251
| – | – | 0.02% | 223 |
|
|
2017
Q1 | $22K | Hold |
251
| – | – | 0.02% | 207 |
|
|
2016
Q4 | $21K | Buy |
+251
| New | +$21K | 0.02% | 207 |
|