Quotient Wealth Partners’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 | $222K | Sell |
1,675
-132
| -7% | -$17.5K | 0.01% | 325 |
|
|
2025
Q1 | $250K | Sell |
1,807
-388
| -18% | -$53.6K | 0.01% | 289 |
|
|
2024
Q4 | $265K | Sell |
2,195
-558
| -20% | -$67.4K | 0.01% | 268 |
|
|
2024
Q3 | $354K | Sell |
2,753
-116
| -4% | -$14.9K | 0.01% | 222 |
|
|
2024
Q2 | $318K | Buy |
+2,869
| New | +$318K | 0.01% | 241 |
|