CIA
Cascade Investment Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-200
| Closed | -$21.9K | – | 136 |
|
|
2023
Q1 | $21.9K | Buy |
+200
| New | +$21.9K | 0.02% | 179 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$25.4K | – | 133 |
|
|
2022
Q2 | $25.4K | Hold |
200
| – | – | 0.02% | 181 |
|
|
2022
Q1 | $26.4K | Hold |
200
| – | – | 0.02% | 201 |
|
|
2021
Q4 | $23.9K | Hold |
200
| – | – | 0.01% | 202 |
|
|
2021
Q3 | $22.3K | Hold |
200
| – | – | 0.01% | 200 |
|
|
2021
Q2 | $25.9K | Hold |
200
| – | – | 0.02% | 196 |
|
|
2021
Q1 | $26.6K | Hold |
200
| – | – | 0.02% | 192 |
|
|
2020
Q4 | $24.3K | Hold |
200
| – | – | 0.02% | 193 |
|
|
2020
Q3 | $23K | Hold |
200
| – | – | 0.02% | 187 |
|
|
2020
Q2 | $21.5K | Hold |
200
| – | – | 0.02% | 181 |
|
|
2020
Q1 | $19K | Hold |
200
| – | – | 0.02% | 177 |
|
|
2019
Q4 | $26K | Hold |
200
| – | – | 0.02% | 178 |
|
|
2019
Q3 | $26.6K | Hold |
200
| – | – | 0.02% | 179 |
|
|
2019
Q2 | $25.6K | Hold |
200
| – | – | 0.02% | 172 |
|
|
2019
Q1 | $24.9K | Sell |
200
-70
| -26% | -$8.73K | 0.02% | 163 |
|
|
2018
Q4 | $29.8K | Hold |
270
| – | – | 0.03% | 152 |
|
|
2018
Q3 | $29.5K | Hold |
270
| – | – | 0.02% | 151 |
|
|
2018
Q2 | $28K | Hold |
270
| – | – | 0.03% | 150 |
|
|
2018
Q1 | $28.2K | Hold |
270
| – | – | 0.02% | 148 |
|
|
2017
Q4 | $29.6K | Hold |
270
| – | – | 0.02% | 143 |
|
|
2017
Q3 | $29K | Hold |
270
| – | – | 0.02% | 141 |
|
|
2017
Q2 | $28.6K | Hold |
270
| – | – | 0.02% | 140 |
|
|
2017
Q1 | $27.6K | Sell |
270
-75
| -22% | -$7.66K | 0.02% | 125 |
|
|
2016
Q4 | $34K | Buy |
+345
| New | +$34K | 0.03% | 122 |
|
|
2016
Q2 | $34.2K | Buy |
+345
| New | +$34.2K | 0.03% | 114 |
|