CTWM
Cherry Tree Wealth Management’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812 | Hold |
8
| – | – | ﹤0.01% | 563 |
|
|
2025
Q1 | $722 | Buy |
+8
| New | +$722 | ﹤0.01% | 705 |
|
|
2024
Q3 | – | Sell |
-8
| Closed | -$818 | – | 617 |
|
|
2024
Q2 | $818 | Hold |
8
| – | – | ﹤0.01% | 553 |
|
|
2024
Q1 | $958 | Hold |
8
| – | – | ﹤0.01% | 548 |
|
|
2023
Q4 | $975 | Hold |
8
| – | – | ﹤0.01% | 543 |
|
|
2023
Q3 | $1.07K | Hold |
8
| – | – | ﹤0.01% | 526 |
|
|
2023
Q2 | $1.19K | Buy |
+8
| New | +$1.19K | ﹤0.01% | 531 |
|