MSWM
Mowery & Schoenfeld Wealth Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.6K | Hold |
344
| – | – | 0.07% | 116 |
|
|
2025
Q1 | $47.6K | Sell |
344
-32
| -9% | -$4.43K | 0.09% | 135 |
|
|
2024
Q4 | $45.4K | Buy |
376
+32
| +9% | +$3.86K | 0.09% | 115 |
|
|
2024
Q3 | $44.2K | Sell |
344
-150
| -30% | -$19.3K | 0.07% | 105 |
|
|
2024
Q2 | $54.8K | Buy |
494
+150
| +44% | +$16.7K | 0.08% | 92 |
|
|
2024
Q1 | $38.6K | Hold |
344
| – | – | 0.07% | 85 |
|
|
2023
Q4 | $37.9K | Buy |
+344
| New | +$37.9K | 0.08% | 76 |
|