Valued Wealth Advisors’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 | $2.14K | Hold |
16
| – | – | ﹤0.01% | 379 |
|
|
2025
Q1 | $2.23K | Hold |
16
| – | – | ﹤0.01% | 403 |
|
|
2024
Q4 | $1.95K | Hold |
16
| – | – | ﹤0.01% | 408 |
|
|
2024
Q3 | $2.06K | Buy |
16
+7
| +78% | +$903 | ﹤0.01% | 366 |
|
|
2024
Q2 | $1.01K | Hold |
9
| – | – | ﹤0.01% | 439 |
|
|
2024
Q1 | $1.02K | Hold |
9
| – | – | ﹤0.01% | 436 |
|
|
2023
Q4 | $903 | Buy |
+9
| New | +$903 | ﹤0.01% | 387 |
|