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SYSTM Wealth Solutions’s DTE Energy DTE Stock Holding History

SYSTM Wealth Solutions’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
-1,175
Closed -$131K – 255
2024
Q2 		$131K Sell
1,175
-728
-38% -$81.2K 0.03% 224
2024
Q1 		$214K Buy
1,903
+1,182
+164% +$133K 0.03% 393
2023
Q4 		$79.6K Buy
+721
New +$79.6K 0.01% 491