CTWM
Cherry Tree Wealth Management’s Exponent EXPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54K | Hold |
34
| – | – | ﹤0.01% | 521 |
|
|
2025
Q1 | $2.76K | Hold |
34
| – | – | ﹤0.01% | 601 |
|
|
2024
Q4 | $3.03K | Hold |
34
| – | – | ﹤0.01% | 512 |
|
|
2024
Q3 | $3.92K | Hold |
34
| – | – | ﹤0.01% | 495 |
|
|
2024
Q2 | $3.24K | Hold |
34
| – | – | ﹤0.01% | 487 |
|
|
2024
Q1 | $2.81K | Hold |
34
| – | – | ﹤0.01% | 485 |
|
|
2023
Q4 | $2.99K | Hold |
34
| – | – | ﹤0.01% | 475 |
|
|
2023
Q3 | $2.91K | Hold |
34
| – | – | ﹤0.01% | 458 |
|
|
2023
Q2 | $3.17K | Buy |
+34
| New | +$3.17K | ﹤0.01% | 457 |
|