CTWM
Cherry Tree Wealth Management’s Tapestry TPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264 | Hold |
3
| – | – | ﹤0.01% | 597 |
|
|
2025
Q1 | $212 | Hold |
3
| – | – | ﹤0.01% | 750 |
|
|
2024
Q4 | $196 | Hold |
3
| – | – | ﹤0.01% | 638 |
|
|
2024
Q3 | $141 | Hold |
3
| – | – | ﹤0.01% | 611 |
|
|
2024
Q2 | $129 | Hold |
3
| – | – | ﹤0.01% | 593 |
|
|
2024
Q1 | $143 | Hold |
3
| – | – | ﹤0.01% | 591 |
|
|
2023
Q4 | $111 | Hold |
3
| – | – | ﹤0.01% | 589 |
|
|
2023
Q3 | $87 | Hold |
3
| – | – | ﹤0.01% | 582 |
|
|
2023
Q2 | $129 | Buy |
+3
| New | +$129 | ﹤0.01% | 604 |
|