CTWM
FPI
Cherry Tree Wealth Management’s Farmland Partners FPI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $115K | Sell |
10,000
-1,000
| -9% | -$11.5K | 0.03% | 202 |
|
2025
Q1 | $123K | Sell |
11,000
-13,000
| -54% | -$145K | 0.03% | 196 |
|
2024
Q4 | $282K | Sell |
24,000
-5,000
| -17% | -$58.8K | 0.07% | 135 |
|
2024
Q3 | $303K | Hold |
29,000
| – | – | 0.07% | 137 |
|
2024
Q2 | $334K | Sell |
29,000
-1,000
| -3% | -$11.5K | 0.08% | 118 |
|
2024
Q1 | $333K | Hold |
30,000
| – | – | 0.08% | 121 |
|
2023
Q4 | $374K | Sell |
30,000
-4,000
| -12% | -$49.9K | 0.1% | 106 |
|
2023
Q3 | $349K | Sell |
34,000
-500
| -1% | -$5.13K | 0.1% | 102 |
|
2023
Q2 | $421K | Buy |
+34,500
| New | +$421K | 0.12% | 92 |
|