CTWM
Cherry Tree Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Sell |
11
-2
| -15% | -$2.1K | ﹤0.01% | 395 |
|
|
2025
Q1 | $12.3K | Buy |
13
+11
| +550% | +$10.4K | ﹤0.01% | 397 |
|
|
2024
Q4 | $2.05K | Hold |
2
| – | – | ﹤0.01% | 541 |
|
|
2024
Q3 | $1.9K | Hold |
2
| – | – | ﹤0.01% | 538 |
|
|
2024
Q2 | $1.58K | Hold |
2
| – | – | ﹤0.01% | 525 |
|
|
2024
Q1 | $1.67K | Hold |
2
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $1.62K | Hold |
2
| – | – | ﹤0.01% | 520 |
|
|
2023
Q3 | $1.29K | Hold |
2
| – | – | ﹤0.01% | 516 |
|
|
2023
Q2 | $1.38K | Buy |
+2
| New | +$1.38K | ﹤0.01% | 517 |
|