CTWM
Cherry Tree Wealth Management’s Nordic American Tanker NAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Hold |
9,500
| – | – | 0.01% | 312 |
|
|
2025
Q1 | $23.4K | Sell |
9,500
-18,600
| -66% | -$45.8K | 0.01% | 325 |
|
|
2024
Q4 | $70.3K | Sell |
28,100
-3,500
| -11% | -$8.75K | 0.02% | 233 |
|
|
2024
Q3 | $116K | Hold |
31,600
| – | – | 0.03% | 203 |
|
|
2024
Q2 | $126K | Hold |
31,600
| – | – | 0.03% | 186 |
|
|
2024
Q1 | $124K | Hold |
31,600
| – | – | 0.03% | 187 |
|
|
2023
Q4 | $133K | Sell |
31,600
-4,000
| -11% | -$16.8K | 0.04% | 175 |
|
|
2023
Q3 | $147K | Hold |
35,600
| – | – | 0.04% | 159 |
|
|
2023
Q2 | $131K | Buy |
+35,600
| New | +$131K | 0.04% | 171 |
|