True Wealth Design’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 | $16.7K | Buy |
126
+7
| +6% | +$927 | 0.01% | 432 |
|
|
2025
Q1 | $16.5K | Buy |
119
+27
| +29% | +$3.73K | 0.01% | 372 |
|
|
2024
Q4 | $11.1K | Buy |
92
+85
| +1,214% | +$10.3K | ﹤0.01% | 406 |
|
|
2024
Q3 | $899 | Hold |
7
| – | – | ﹤0.01% | 997 |
|
|
2024
Q2 | $778 | Buy |
7
+2
| +40% | +$222 | ﹤0.01% | 567 |
|
|
2024
Q1 | $561 | Buy |
5
+2
| +67% | +$224 | ﹤0.01% | 599 |
|
|
2023
Q4 | $331 | Hold |
3
| – | – | ﹤0.01% | 589 |
|
|
2023
Q3 | $298 | Hold |
3
| – | – | ﹤0.01% | 561 |
|
|
2023
Q2 | $331 | Sell |
3
-150
| -98% | -$16.6K | ﹤0.01% | 562 |
|
|
2023
Q1 | $16.8K | Buy |
153
+150
| +5,000% | +$16.4K | 0.01% | 211 |
|
|
2022
Q4 | $353 | Buy |
+3
| New | +$353 | ﹤0.01% | 547 |
|