Ruedi 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 | – | Sell |
-26
| Closed | -$3.6K | – | 130 |
|
|
2025
Q1 | $3.6K | Hold |
26
| – | – | ﹤0.01% | 237 |
|
|
2024
Q4 | $3.14K | Hold |
26
| – | – | ﹤0.01% | 243 |
|
|
2024
Q3 | $3.34K | Sell |
26
-5
| -16% | -$642 | ﹤0.01% | 244 |
|
|
2024
Q2 | $3.44K | Buy |
31
+5
| +19% | +$555 | ﹤0.01% | 282 |
|
|
2024
Q1 | $2.92K | Hold |
26
| – | – | ﹤0.01% | 223 |
|
|
2023
Q4 | $2.87K | Hold |
26
| – | – | ﹤0.01% | 198 |
|
|
2023
Q3 | $2.58K | Hold |
26
| – | – | ﹤0.01% | 176 |
|
|
2023
Q2 | $2.86K | Hold |
26
| – | – | ﹤0.01% | 182 |
|
|
2023
Q1 | $2.85K | Hold |
26
| – | – | ﹤0.01% | 211 |
|
|
2022
Q4 | $3.06K | Buy |
+26
| New | +$3.06K | ﹤0.01% | 197 |
|