SW
DTE icon

Simplicity Wealth’s DTE Energy DTE Stock Holding History

Simplicity Wealth’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,193
Closed -$465K – 684
2024
Q2 		$465K Sell
4,193
-126
-3% -$14K 0.01% 788
2024
Q1 		$484K Buy
+4,319
New +$484K 0.01% 751