CTWM
Cherry Tree Wealth Management’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26
| Closed | -$1.26K | – | 620 |
|
|
2025
Q1 | $1.26K | Hold |
26
| – | – | ﹤0.01% | 669 |
|
|
2024
Q4 | $1.27K | Hold |
26
| – | – | ﹤0.01% | 564 |
|
|
2024
Q3 | $1.62K | Hold |
26
| – | – | ﹤0.01% | 546 |
|
|
2024
Q2 | $1.49K | Hold |
26
| – | – | ﹤0.01% | 528 |
|
|
2024
Q1 | $1.5K | Hold |
26
| – | – | ﹤0.01% | 521 |
|
|
2023
Q4 | $1.78K | Hold |
26
| – | – | ﹤0.01% | 511 |
|
|
2023
Q3 | $1.48K | Hold |
26
| – | – | ﹤0.01% | 503 |
|
|
2023
Q2 | $1.55K | Buy |
+26
| New | +$1.55K | ﹤0.01% | 510 |
|