True Wealth Design’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.6K | Buy |
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|
2025
Q2 | $16.7K | Buy |
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|
2025
Q1 | $16.5K | Buy |
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|
2024
Q4 | $11.1K | Buy |
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|
2024
Q3 | $899 | Hold |
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|
2024
Q2 | $778 | Buy |
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|
2024
Q1 | $561 | Buy |
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|
2023
Q4 | $331 | Hold |
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|
2023
Q3 | $298 | Hold |
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|
2023
Q2 | $331 | Sell |
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|
2023
Q1 | $16.8K | Buy |
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|
2022
Q4 | $353 | Buy |
|