CTWM
Cherry Tree Wealth Management’s DigitalBridge DBRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-215
| Closed | -$2.43K | – | 760 |
|
|
2024
Q4 | $2.43K | Hold |
215
| – | – | ﹤0.01% | 527 |
|
|
2024
Q3 | $3.04K | Hold |
215
| – | – | ﹤0.01% | 513 |
|
|
2024
Q2 | $2.95K | Hold |
215
| – | – | ﹤0.01% | 494 |
|
|
2024
Q1 | $4.14K | Hold |
215
| – | – | ﹤0.01% | 456 |
|
|
2023
Q4 | $3.77K | Hold |
215
| – | – | ﹤0.01% | 454 |
|
|
2023
Q3 | $3.78K | Hold |
215
| – | – | ﹤0.01% | 436 |
|
|
2023
Q2 | $3.16K | Buy |
+215
| New | +$3.16K | ﹤0.01% | 458 |
|