EWM
Executive Wealth Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.64M | Buy |
21,860
+53
| +0.2% | +$6.4K | 0.21% | 110 |
|
|
2024
Q3 | $2.8M | Buy |
+21,807
| New | +$2.8M | 0.22% | 99 |
|
|
2024
Q2 | – | Sell |
-22,163
| Closed | -$2.45M | – | 152 |
|
|
2024
Q1 | $2.45M | Buy |
22,163
+511
| +2% | +$56.6K | 0.22% | 97 |
|
|
2023
Q4 | $2.39M | Buy |
21,652
+128
| +0.6% | +$14.1K | 0.22% | 90 |
|
|
2023
Q3 | $2.14M | Buy |
21,524
+179
| +0.8% | +$17.8K | 0.22% | 89 |
|
|
2023
Q2 | $2.35M | Sell |
21,345
-674
| -3% | -$74.2K | 0.24% | 79 |
|
|
2023
Q1 | $2.41M | Buy |
22,019
+3,910
| +22% | +$428K | 0.27% | 82 |
|
|
2022
Q4 | $2.13M | Buy |
18,109
+16,126
| +813% | +$1.9M | 0.26% | 81 |
|
|
2022
Q3 | $1.98K | Sell |
1,983
-17,167
| -90% | -$17.2K | 0.28% | 79 |
|
|
2022
Q2 | $2.43M | Buy |
19,150
+20
| +0.1% | +$2.54K | 0.33% | 71 |
|
|
2022
Q1 | $2.53M | Sell |
19,130
-776
| -4% | -$103K | 0.27% | 78 |
|
|
2021
Q4 | $2.38M | Buy |
19,906
+9,973
| +100% | +$1.19M | 0.24% | 87 |
|
|
2021
Q3 | $1.11M | Buy |
9,933
+21
| +0.2% | +$2.35K | 0.12% | 112 |
|
|
2021
Q2 | $1.28M | Buy |
9,912
+30
| +0.3% | +$3.89K | 0.14% | 109 |
|
|
2021
Q1 | $1.32M | Sell |
9,882
-1,192
| -11% | -$159K | 0.15% | 103 |
|
|
2020
Q4 | $1.34M | Sell |
11,074
-284
| -3% | -$34.5K | 0.17% | 96 |
|
|
2020
Q3 | $1.31M | Buy |
11,358
+1,116
| +11% | +$128K | 0.18% | 89 |
|
|
2020
Q2 | $1.1M | Sell |
10,242
-31,259
| -75% | -$3.36M | 0.17% | 80 |
|
|
2020
Q1 | $3.94M | Sell |
41,501
-3,814
| -8% | -$362K | 0.7% | 32 |
|
|
2019
Q4 | $5.88M | Buy |
45,315
+3,625
| +9% | +$471K | 0.81% | 26 |
|
|
2019
Q3 | $5.54M | Buy |
41,690
+3,706
| +10% | +$493K | 0.84% | 25 |
|
|
2019
Q2 | $4.86M | Buy |
37,984
+2,784
| +8% | +$356K | 0.69% | 28 |
|
|
2019
Q1 | $4.39M | Sell |
35,200
-4,676
| -12% | -$583K | 0.78% | 20 |
|
|
2018
Q4 | $4.4M | Buy |
+39,876
| New | +$4.4M | 0.78% | 20 |
|