CTWM
Cherry Tree Wealth Management’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
1,529
-495
| -24% | -$72.3K | 0.05% | 151 |
|
|
2025
Q1 | $268K | Hold |
2,024
| – | – | 0.06% | 138 |
|
|
2024
Q4 | $234K | Hold |
2,024
| – | – | 0.06% | 150 |
|
|
2024
Q3 | $245K | Hold |
2,024
| – | – | 0.06% | 149 |
|
|
2024
Q2 | $203K | Hold |
2,024
| – | – | 0.05% | 157 |
|
|
2024
Q1 | $197K | Hold |
2,024
| – | – | 0.05% | 158 |
|
|
2023
Q4 | $170K | Hold |
2,024
| – | – | 0.05% | 160 |
|
|
2023
Q3 | $146K | Hold |
2,024
| – | – | 0.04% | 160 |
|
|
2023
Q2 | $198K | Buy |
+2,024
| New | +$198K | 0.06% | 142 |
|