CWS
Confluence Wealth Services’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
2,892
+60
| +2% | +$7.95K | 0.02% | 278 |
|
|
2025
Q1 | $386K | Sell |
2,832
-96
| -3% | -$13.1K | 0.02% | 264 |
|
|
2024
Q4 | $350K | Buy |
2,928
+159
| +6% | +$19K | 0.02% | 261 |
|
|
2024
Q3 | $356K | Sell |
2,769
-9
| -0.3% | -$1.16K | 0.03% | 258 |
|
|
2024
Q2 | $308K | Sell |
2,778
-311
| -10% | -$34.5K | 0.02% | 292 |
|
|
2024
Q1 | $346K | Sell |
3,089
-1,064
| -26% | -$119K | 0.03% | 252 |
|
|
2023
Q4 | $458K | Sell |
4,153
-100
| -2% | -$11K | 0.05% | 195 |
|
|
2023
Q3 | $422K | Sell |
4,253
-5
| -0.1% | -$496 | 0.08% | 175 |
|
|
2023
Q2 | $468K | Buy |
4,258
+5
| +0.1% | +$550 | 0.1% | 158 |
|
|
2023
Q1 | $466K | Hold |
4,253
| – | – | 0.11% | 148 |
|
|
2022
Q4 | $500K | Hold |
4,253
| – | – | 0.13% | 136 |
|
|
2022
Q3 | $489K | Hold |
4,253
| – | – | 0.21% | 127 |
|
|
2022
Q2 | $567K | Hold |
4,253
| – | – | 0.25% | 129 |
|
|
2022
Q1 | $562K | Hold |
4,253
| – | – | 0.2% | 128 |
|
|
2021
Q4 | $508K | Buy |
+4,253
| New | +$508K | 0.16% | 140 |
|