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Cherry Tree Wealth Management’s Thomson Reuters TRI Stock Holding History

Cherry Tree Wealth Management’s Portfolio TRI Stock Details TRI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5
Closed -$864 – 747
2025
Q1 		$864 Hold
5
– – ﹤0.01% 691
2024
Q4 		$802 Buy
+5
New +$802 ﹤0.01% 590