CTWM
Cherry Tree Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30
| Closed | -$2.11K | – | 759 |
|
|
2024
Q4 | $2.11K | Hold |
30
| – | – | ﹤0.01% | 538 |
|
|
2024
Q3 | $1.88K | Hold |
30
| – | – | ﹤0.01% | 539 |
|
|
2024
Q2 | $1.9K | Hold |
30
| – | – | ﹤0.01% | 519 |
|
|
2024
Q1 | $1.9K | Hold |
30
| – | – | ﹤0.01% | 514 |
|
|
2023
Q4 | $1.54K | Hold |
30
| – | – | ﹤0.01% | 521 |
|
|
2023
Q3 | $1.23K | Hold |
30
| – | – | ﹤0.01% | 519 |
|
|
2023
Q2 | $1.38K | Buy |
+30
| New | +$1.38K | ﹤0.01% | 519 |
|