CTWM
Cherry Tree Wealth Management’s iShares Exponential Technologies ETF XT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3K | Hold |
419
| – | – | 0.01% | 304 |
|
|
2025
Q1 | $24.1K | Hold |
419
| – | – | 0.01% | 320 |
|
|
2024
Q4 | $25K | Hold |
419
| – | – | 0.01% | 310 |
|
|
2024
Q3 | $25.5K | Hold |
419
| – | – | 0.01% | 310 |
|
|
2024
Q2 | $24.7K | Sell |
419
-294
| -41% | -$17.3K | 0.01% | 307 |
|
|
2024
Q1 | $42.5K | Hold |
713
| – | – | 0.01% | 261 |
|
|
2023
Q4 | $42.7K | Sell |
713
-104
| -13% | -$6.23K | 0.01% | 248 |
|
|
2023
Q3 | $42.7K | Hold |
817
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $45.4K | Buy |
+817
| New | +$45.4K | 0.01% | 235 |
|