CTWM
UBS icon

Cherry Tree Wealth Management’s UBS Group UBS Stock Holding History

Cherry Tree Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-75
Closed -$2.3K – 624
2024
Q1 		$2.3K Buy
+75
New +$2.3K ﹤0.01% 503