CTWM
Cherry Tree Wealth Management’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11K | Hold |
92
| – | – | ﹤0.01% | 530 |
|
|
2025
Q1 | $2.08K | Hold |
92
| – | – | ﹤0.01% | 627 |
|
|
2024
Q4 | $2.1K | Hold |
92
| – | – | ﹤0.01% | 539 |
|
|
2024
Q3 | $2.18K | Sell |
92
-828
| -90% | -$19.6K | ﹤0.01% | 530 |
|
|
2024
Q2 | $2.6K | Hold |
920
| – | – | ﹤0.01% | 501 |
|
|
2024
Q1 | $3.57K | Hold |
920
| – | – | ﹤0.01% | 462 |
|
|
2023
Q4 | $5.03K | Hold |
920
| – | – | ﹤0.01% | 429 |
|
|
2023
Q3 | $4.16K | Hold |
920
| – | – | ﹤0.01% | 423 |
|
|
2023
Q2 | $4.17K | Buy |
+920
| New | +$4.17K | ﹤0.01% | 428 |
|