CTWM
WK icon

Cherry Tree Wealth Management’s Workiva WK Stock Holding History

Cherry Tree Wealth Management’s Portfolio WK Stock Details WK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-53
Closed -$5.38K – 624
2023
Q4 		$5.38K Hold
53
– – ﹤0.01% 425
2023
Q3 		$5.37K Hold
53
– – ﹤0.01% 397
2023
Q2 		$5.39K Buy
+53
New +$5.39K ﹤0.01% 391