Wealthcare Advisory Partners’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
Q2 | $649K | Buy |
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|
2025
Q1 | $350K | Buy |
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|
2024
Q4 | $304K | Buy |
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|
2024
Q3 | $272K | Sell |
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|
2024
Q2 | $236K | Buy |
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|
2024
Q1 | $225K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $91K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $22K | Buy |
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|
2019
Q4 | $27K | Hold |
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|
2019
Q3 | $27K | Hold |
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|
2019
Q2 | $26K | Hold |
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|
2019
Q1 | $26K | Sell |
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|
2018
Q4 | $34K | Hold |
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|
2018
Q3 | $34K | Hold |
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|
2018
Q2 | $32K | Hold |
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|
2018
Q1 | $32K | Buy |
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