Prossimo 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 | $293K | Sell |
2,215
-110
| -5% | -$14.6K | 0.24% | 105 |
|
2025
Q1 | $321K | Buy |
2,325
+19
| +0.8% | +$2.62K | 0.24% | 106 |
|
2024
Q4 | $278K | Buy |
2,306
+11
| +0.5% | +$1.33K | 0.2% | 117 |
|
2024
Q3 | $295K | Buy |
2,295
+40
| +2% | +$5.14K | 0.22% | 118 |
|
2024
Q2 | $250K | Buy |
+2,255
| New | +$250K | 0.23% | 115 |
|