CTWM
Cherry Tree Wealth Management’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784 | Sell |
18
-180
| -91% | -$7.84K | ﹤0.01% | 567 |
|
|
2025
Q1 | $8.09K | Hold |
198
| – | – | ﹤0.01% | 459 |
|
|
2024
Q4 | $8.64K | Hold |
198
| – | – | ﹤0.01% | 433 |
|
|
2024
Q3 | $8.11K | Hold |
198
| – | – | ﹤0.01% | 443 |
|
|
2024
Q2 | $7.12K | Buy |
198
+180
| +1,000% | +$6.47K | ﹤0.01% | 432 |
|
|
2024
Q1 | $636 | Hold |
18
| – | – | ﹤0.01% | 564 |
|
|
2023
Q4 | $580 | Hold |
18
| – | – | ﹤0.01% | 563 |
|
|
2023
Q3 | $469 | Hold |
18
| – | – | ﹤0.01% | 560 |
|
|
2023
Q2 | $457 | Buy |
+18
| New | +$457 | ﹤0.01% | 568 |
|