TWA
TCI Wealth Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
2,365
-15
| -0.6% | -$1.99K | 0.02% | 180 |
|
|
2025
Q1 | $329K | Buy |
2,380
+26
| +1% | +$3.6K | 0.03% | 163 |
|
|
2024
Q4 | $284K | Buy |
2,354
+3
| +0.1% | +$362 | 0.02% | 175 |
|
|
2024
Q3 | $302K | Sell |
2,351
-32
| -1% | -$4.11K | 0.03% | 181 |
|
|
2024
Q2 | $265K | Buy |
2,383
+63
| +3% | +$7K | 0.03% | 186 |
|
|
2024
Q1 | $260K | Buy |
2,320
+9
| +0.4% | +$1.01K | 0.03% | 182 |
|
|
2023
Q4 | $255K | Sell |
2,311
-43
| -2% | -$4.74K | 0.03% | 175 |
|
|
2023
Q3 | $234K | Buy |
2,354
+191
| +9% | +$19K | 0.03% | 176 |
|
|
2023
Q2 | $238K | Buy |
2,163
+293
| +16% | +$32.2K | 0.03% | 169 |
|
|
2023
Q1 | $205K | Sell |
1,870
-1
| -0.1% | -$110 | 0.03% | 185 |
|
|
2022
Q4 | $220K | Sell |
1,871
-1
| -0.1% | -$118 | 0.03% | 170 |
|
|
2022
Q3 | $215K | Sell |
1,872
-64
| -3% | -$7.35K | 0.03% | 150 |
|
|
2022
Q2 | $245K | Hold |
1,936
| – | – | 0.04% | 146 |
|
|
2022
Q1 | $256K | Hold |
1,936
| – | – | 0.04% | 147 |
|
|
2021
Q4 | $231K | Buy |
1,936
+569
| +42% | +$67.9K | 0.03% | 164 |
|
|
2021
Q3 | $153K | Sell |
1,367
-25
| -2% | -$2.8K | 0.02% | 209 |
|
|
2021
Q2 | $180K | Buy |
1,392
+10
| +0.7% | +$1.29K | 0.03% | 177 |
|
|
2021
Q1 | $184K | Buy |
1,382
+18
| +1% | +$2.4K | 0.08% | 157 |
|
|
2020
Q4 | $166K | Sell |
1,364
-30
| -2% | -$3.65K | 0.07% | 157 |
|
|
2020
Q3 | $160K | Sell |
1,394
-101
| -7% | -$11.6K | 0.06% | 154 |
|
|
2020
Q2 | $161K | Buy |
1,495
+76
| +5% | +$8.19K | 0.07% | 155 |
|
|
2020
Q1 | $135K | Sell |
1,419
-65
| -4% | -$6.18K | 0.07% | 168 |
|
|
2019
Q4 | $193K | Buy |
1,484
+35
| +2% | +$4.55K | 0.08% | 177 |
|
|
2019
Q3 | $193K | Buy |
1,449
+12
| +0.8% | +$1.6K | 0.09% | 150 |
|
|
2019
Q2 | $184K | Sell |
1,437
-3
| -0.2% | -$384 | 0.08% | 149 |
|
|
2019
Q1 | $180K | Hold |
1,440
| – | – | 0.08% | 160 |
|
|
2018
Q4 | $159K | Buy |
1,440
+3
| +0.2% | +$331 | 0.08% | 158 |
|
|
2018
Q3 | $157K | Sell |
1,437
-49
| -3% | -$5.35K | 0.07% | 170 |
|
|
2018
Q2 | $154K | Hold |
1,486
| – | – | 0.07% | 171 |
|
|
2018
Q1 | $155K | Hold |
1,486
| – | – | 0.07% | 163 |
|
|
2017
Q4 | $163K | Hold |
1,486
| – | – | 0.07% | 173 |
|
|
2017
Q3 | $160K | Hold |
1,486
| – | – | 0.08% | 161 |
|
|
2017
Q2 | $157K | Hold |
1,486
| – | – | 0.08% | 158 |
|
|
2017
Q1 | $152K | Hold |
1,486
| – | – | 0.08% | 164 |
|
|
2016
Q4 | $146K | Hold |
1,486
| – | – | 0.08% | 175 |
|
|
2016
Q3 | $139K | Hold |
1,486
| – | – | 0.08% | 168 |
|
|
2016
Q2 | $147K | Buy |
1,486
+37
| +3% | +$3.66K | 0.08% | 153 |
|
|
2016
Q1 | $131K | Hold |
1,449
| – | – | 0.07% | 175 |
|
|
2015
Q4 | $116K | Hold |
1,449
| – | – | 0.06% | 191 |
|
|
2015
Q3 | $116K | Hold |
1,449
| – | – | 0.07% | 179 |
|
|
2015
Q2 | $108K | Hold |
1,449
| – | – | 0.06% | 186 |
|
|
2015
Q1 | $117K | Hold |
1,449
| – | – | 0.07% | 160 |
|
|
2014
Q4 | $125K | Hold |
1,449
| – | – | 0.08% | 157 |
|
|
2014
Q3 | $110K | Hold |
1,449
| – | – | 0.07% | 159 |
|
|
2014
Q2 | $113K | Buy |
1,449
+15
| +1% | +$1.17K | 0.07% | 162 |
|
|
2014
Q1 | $107K | Hold |
1,434
| – | – | 0.07% | 162 |
|
|
2013
Q4 | $95K | Hold |
1,434
| – | – | 0.06% | 168 |
|
|
2013
Q3 | $95K | Hold |
1,434
| – | – | 0.07% | 153 |
|
|
2013
Q2 | $96K | Buy |
+1,434
| New | +$96K | 0.07% | 155 |
|