Cherry Tree Wealth Management’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 | $1.19K | Hold |
9
| – | – | ﹤0.01% | 547 |
|
|
2025
Q1 | $1.25K | Hold |
9
| – | – | ﹤0.01% | 671 |
|
|
2024
Q4 | $1.09K | Hold |
9
| – | – | ﹤0.01% | 570 |
|
|
2024
Q3 | $1.16K | Hold |
9
| – | – | ﹤0.01% | 560 |
|
|
2024
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 545 |
|
|
2024
Q1 | $1.01K | Hold |
9
| – | – | ﹤0.01% | 546 |
|
|
2023
Q4 | $993 | Hold |
9
| – | – | ﹤0.01% | 540 |
|
|
2023
Q3 | $894 | Hold |
9
| – | – | ﹤0.01% | 533 |
|
|
2023
Q2 | $991 | Buy |
+9
| New | +$991 | ﹤0.01% | 538 |
|