CTWM
Cherry Tree Wealth Management’s SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
8,014
-327
| -4% | -$12.5K | 0.07% | 128 |
|
|
2025
Q1 | $298K | Sell |
8,341
-220
| -3% | -$7.85K | 0.07% | 128 |
|
|
2024
Q4 | $302K | Hold |
8,561
| – | – | 0.07% | 129 |
|
|
2024
Q3 | $322K | Sell |
8,561
-509
| -6% | -$19.2K | 0.08% | 133 |
|
|
2024
Q2 | $320K | Sell |
9,070
-195
| -2% | -$6.88K | 0.08% | 127 |
|
|
2024
Q1 | $310K | Hold |
9,265
| – | – | 0.08% | 130 |
|
|
2023
Q4 | $301K | Sell |
9,265
-348
| -4% | -$11.3K | 0.08% | 125 |
|
|
2023
Q3 | $286K | Hold |
9,613
| – | – | 0.08% | 121 |
|
|
2023
Q2 | $274K | Buy |
+9,613
| New | +$274K | 0.08% | 126 |
|