CTWM
Cherry Tree Wealth Management’s Lennox International LII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Hold |
746
| – | – | 0.1% | 103 |
|
|
2025
Q1 | $418K | Hold |
746
| – | – | 0.1% | 106 |
|
|
2024
Q4 | $455K | Buy |
746
+17
| +2% | +$10.4K | 0.11% | 96 |
|
|
2024
Q3 | $441K | Hold |
729
| – | – | 0.1% | 105 |
|
|
2024
Q2 | $390K | Sell |
729
-64
| -8% | -$34.2K | 0.1% | 107 |
|
|
2024
Q1 | $388K | Hold |
793
| – | – | 0.1% | 107 |
|
|
2023
Q4 | $355K | Sell |
793
-32
| -4% | -$14.3K | 0.09% | 108 |
|
|
2023
Q3 | $309K | Hold |
825
| – | – | 0.09% | 111 |
|
|
2023
Q2 | $269K | Buy |
+825
| New | +$269K | 0.08% | 127 |
|