Wealthcare Advisory Partners’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 | $649K | Buy |
4,898
+2,370
| +94% | +$314K | 0.01% | 580 |
|
|
2025
Q1 | $350K | Buy |
2,528
+13
| +0.5% | +$1.8K | 0.01% | 687 |
|
|
2024
Q4 | $304K | Buy |
2,515
+399
| +19% | +$48.2K | 0.01% | 708 |
|
|
2024
Q3 | $272K | Sell |
2,116
-12
| -0.6% | -$1.54K | 0.01% | 749 |
|
|
2024
Q2 | $236K | Buy |
2,128
+119
| +6% | +$13.2K | 0.01% | 742 |
|
|
2024
Q1 | $225K | Buy |
+2,009
| New | +$225K | 0.01% | 740 |
|
|
2021
Q2 | – | Sell |
-803
| Closed | -$91K | – | 873 |
|
|
2021
Q1 | $91K | Buy |
+803
| New | +$91K | 0.01% | 692 |
|
|
2020
Q2 | – | Sell |
-270
| Closed | -$22K | – | 573 |
|
|
2020
Q1 | $22K | Buy |
270
+29
| +12% | +$2.36K | ﹤0.01% | 703 |
|
|
2019
Q4 | $27K | Hold |
241
| – | – | ﹤0.01% | 677 |
|
|
2019
Q3 | $27K | Hold |
241
| – | – | ﹤0.01% | 674 |
|
|
2019
Q2 | $26K | Hold |
241
| – | – | ﹤0.01% | 662 |
|
|
2019
Q1 | $26K | Sell |
241
-121
| -33% | -$13.1K | ﹤0.01% | 595 |
|
|
2018
Q4 | $34K | Hold |
362
| – | – | 0.01% | 511 |
|
|
2018
Q3 | $34K | Hold |
362
| – | – | 0.01% | 551 |
|
|
2018
Q2 | $32K | Hold |
362
| – | – | 0.01% | 559 |
|
|
2018
Q1 | $32K | Buy |
+362
| New | +$32K | 0.01% | 478 |
|