Cherry Tree Wealth Management’s Popular Inc BPOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9K | Sell |
190
-25
| -12% | -$2.76K | ﹤0.01% | 340 |
|
|
2025
Q1 | $19.9K | Buy |
215
+25
| +13% | +$2.31K | ﹤0.01% | 354 |
|
|
2024
Q4 | $17.9K | Hold |
190
| – | – | ﹤0.01% | 352 |
|
|
2024
Q3 | $19.1K | Hold |
190
| – | – | ﹤0.01% | 349 |
|
|
2024
Q2 | $16.8K | Hold |
190
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $16.7K | Hold |
190
| – | – | ﹤0.01% | 334 |
|
|
2023
Q4 | $15.6K | Buy |
+190
| New | +$15.6K | ﹤0.01% | 321 |
|