CTWM
Cherry Tree Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.9K | Sell |
2,703
-193
| -7% | -$3.63K | 0.01% | 256 |
|
|
2025
Q1 | $55.1K | Sell |
2,896
-11,632
| -80% | -$221K | 0.01% | 253 |
|
|
2024
Q4 | $283K | Buy |
14,528
+410
| +3% | +$8K | 0.07% | 134 |
|
|
2024
Q3 | $293K | Sell |
14,118
-1,223
| -8% | -$25.4K | 0.07% | 139 |
|
|
2024
Q2 | $302K | Buy |
15,341
+1,028
| +7% | +$20.2K | 0.08% | 134 |
|
|
2024
Q1 | $289K | Buy |
14,313
+15
| +0.1% | +$302 | 0.07% | 137 |
|
|
2023
Q4 | $277K | Sell |
14,298
-20,167
| -59% | -$391K | 0.07% | 132 |
|
|
2023
Q3 | $648K | Sell |
34,465
-1,452
| -4% | -$27.3K | 0.19% | 70 |
|
|
2023
Q2 | $696K | Buy |
+35,917
| New | +$696K | 0.2% | 69 |
|