CPWA
Cerro Pacific Wealth Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,569
| Closed | -$672K | – | 163 |
|
|
2025
Q1 | $672K | Buy |
5,569
+21
| +0.4% | +$2.54K | 0.22% | 84 |
|
|
2024
Q4 | $712K | Sell |
5,548
-242
| -4% | -$31.1K | 0.24% | 81 |
|
|
2024
Q3 | $643K | Hold |
5,790
| – | – | 0.24% | 83 |
|
|
2024
Q2 | $643K | Buy |
+5,790
| New | +$643K | 0.25% | 84 |
|
|
2023
Q1 | $518K | Buy |
4,728
+2,048
| +76% | +$224K | 0.29% | 86 |
|
|
2022
Q4 | $315K | Buy |
+2,680
| New | +$315K | 0.17% | 127 |
|