CWM
Cranbrook Wealth Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Buy |
6,541
+4,993
| +323% | +$661K | 0.18% | 61 |
|
|
2025
Q1 | $214K | Sell |
1,548
-38
| -2% | -$5.25K | 0.05% | 106 |
|
|
2024
Q4 | $191K | Hold |
1,586
| – | – | 0.04% | 112 |
|
|
2024
Q3 | $204K | Hold |
1,586
| – | – | 0.05% | 110 |
|
|
2024
Q2 | $176K | Buy |
1,586
+267
| +20% | +$29.6K | 0.04% | 112 |
|
|
2024
Q1 | $148K | Hold |
1,319
| – | – | 0.04% | 105 |
|
|
2023
Q4 | $145K | Hold |
1,319
| – | – | 0.04% | 104 |
|
|
2023
Q3 | $131K | Hold |
1,319
| – | – | 0.04% | 100 |
|
|
2023
Q2 | $145K | Hold |
1,319
| – | – | 0.04% | 103 |
|
|
2023
Q1 | $144K | Sell |
1,319
-519
| -28% | -$56.8K | 0.04% | 102 |
|
|
2022
Q4 | $216K | Hold |
1,838
| – | – | 0.06% | 88 |
|
|
2022
Q3 | $211K | Buy |
1,838
+38
| +2% | +$4.36K | 0.05% | 94 |
|
|
2022
Q2 | $228K | Sell |
1,800
-103
| -5% | -$13K | 0.06% | 91 |
|
|
2022
Q1 | $252K | Buy |
1,903
+42
| +2% | +$5.56K | 0.05% | 94 |
|
|
2021
Q4 | $222K | Sell |
1,861
-22
| -1% | -$2.62K | 0.05% | 99 |
|
|
2021
Q3 | $210K | Buy |
1,883
+61
| +3% | +$6.8K | 0.05% | 98 |
|
|
2021
Q2 | $236K | Buy |
1,822
+50
| +3% | +$6.48K | 0.05% | 95 |
|
|
2021
Q1 | $236K | Buy |
1,772
+40
| +2% | +$5.33K | 0.06% | 95 |
|
|
2020
Q4 | $210K | Buy |
1,732
+2
| +0.1% | +$242 | 0.05% | 89 |
|
|
2020
Q3 | $199K | Buy |
1,730
+36
| +2% | +$4.14K | 0.06% | 88 |
|
|
2020
Q2 | $182K | Buy |
1,694
+55
| +3% | +$5.91K | 0.05% | 86 |
|
|
2020
Q1 | $156K | Sell |
1,639
-190
| -10% | -$18.1K | 0.05% | 86 |
|
|
2019
Q4 | $238K | Sell |
1,829
-179
| -9% | -$23.3K | 0.07% | 79 |
|
|
2019
Q3 | $267K | Sell |
2,008
-142
| -7% | -$18.9K | 0.08% | 77 |
|
|
2019
Q2 | $275K | Sell |
2,150
-115
| -5% | -$14.7K | 0.08% | 75 |
|
|
2019
Q1 | $283K | Buy |
2,265
+40
| +2% | +$5K | 0.09% | 69 |
|
|
2018
Q4 | $245K | Buy |
2,225
+17
| +0.8% | +$1.87K | 0.09% | 69 |
|
|
2018
Q3 | $241K | Sell |
2,208
-574
| -21% | -$62.7K | 0.08% | 63 |
|
|
2018
Q2 | $288K | Buy |
2,782
+6
| +0.2% | +$621 | 0.11% | 59 |
|
|
2018
Q1 | $290K | Sell |
2,776
-88
| -3% | -$9.19K | 0.11% | 59 |
|
|
2017
Q4 | $314K | Buy |
2,864
+59
| +2% | +$6.47K | 0.12% | 58 |
|
|
2017
Q3 | $301K | Buy |
2,805
+56
| +2% | +$6.01K | 0.12% | 56 |
|
|
2017
Q2 | $291K | Buy |
2,749
+86
| +3% | +$9.1K | 0.13% | 55 |
|
|
2017
Q1 | $272K | Buy |
2,663
+77
| +3% | +$7.87K | 0.13% | 54 |
|
|
2016
Q4 | $255K | Sell |
2,586
-3,377
| -57% | -$333K | 0.12% | 56 |
|
|
2016
Q3 | $559K | Buy |
5,963
+3,913
| +191% | +$367K | 0.28% | 41 |
|
|
2016
Q2 | $203K | Sell |
2,050
-65
| -3% | -$6.44K | 0.1% | 52 |
|
|
2016
Q1 | $192K | Sell |
2,115
-35
| -2% | -$3.18K | 0.1% | 54 |
|
|
2015
Q4 | $172K | Sell |
2,150
-977
| -31% | -$78.2K | 0.1% | 55 |
|
|
2015
Q3 | $251K | Buy |
3,127
+57
| +2% | +$4.58K | 0.14% | 45 |
|
|
2015
Q2 | $229K | Sell |
3,070
-150
| -5% | -$11.2K | 0.13% | 49 |
|
|
2015
Q1 | $260K | Sell |
3,220
-285
| -8% | -$23K | 0.15% | 49 |
|
|
2014
Q4 | $303K | Sell |
3,505
-151
| -4% | -$13.1K | 0.19% | 45 |
|
|
2014
Q3 | $278K | Sell |
3,656
-237
| -6% | -$18K | 0.19% | 41 |
|
|
2014
Q2 | $303K | Sell |
3,893
-467
| -11% | -$36.3K | 0.2% | 40 |
|
|
2014
Q1 | $324K | Sell |
4,360
-561
| -11% | -$41.7K | 0.23% | 40 |
|
|
2013
Q4 | $327K | Buy |
+4,921
| New | +$327K | 0.22% | 47 |
|