CTWM
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Cherry Tree Wealth Management’s BlackLine BL Stock Holding History

Cherry Tree Wealth Management’s Portfolio BL Stock Details BL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-43
Closed -$2.28K – 596
2025
Q3 		$2.28K Hold
43
– – ﹤0.01% 515
2025
Q2 		$2.44K Hold
43
– – ﹤0.01% 524
2025
Q1 		$2.08K Hold
43
– – ﹤0.01% 626
2024
Q4 		$2.61K Hold
43
– – ﹤0.01% 522
2024
Q3 		$2.37K Hold
43
– – ﹤0.01% 527
2024
Q2 		$2.08K Hold
43
– – ﹤0.01% 516
2024
Q1 		$2.78K Hold
43
– – ﹤0.01% 487
2023
Q4 		$2.69K Hold
43
– – ﹤0.01% 484
2023
Q3 		$2.39K Hold
43
– – ﹤0.01% 472
2023
Q2 		$2.31K Buy
+43
New +$2.39K ﹤0.01% 481

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