MLA
My Legacy Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Sell |
3,908
-224
| -5% | -$29.9K | 0.19% | 137 |
|
|
2025
Q1 | $571K | Buy |
4,132
+95
| +2% | +$13.1K | 0.22% | 129 |
|
|
2024
Q4 | $487K | Buy |
4,037
+327
| +9% | +$39.4K | 0.19% | 133 |
|
|
2024
Q3 | $476K | Sell |
3,710
-620
| -14% | -$79.6K | 0.19% | 133 |
|
|
2024
Q2 | $481K | Buy |
4,330
+590
| +16% | +$65.5K | 0.15% | 146 |
|
|
2024
Q1 | $419K | Buy |
3,740
+200
| +6% | +$22.4K | 0.14% | 167 |
|
|
2023
Q4 | $382K | Buy |
3,540
+510
| +17% | +$55.1K | 0.14% | 168 |
|
|
2023
Q3 | $293K | Buy |
+3,030
| New | +$293K | 0.12% | 172 |
|