CTWM
XYZ

Cherry Tree Wealth Management’s Block, Inc. XYZ Stock Holding History

Cherry Tree Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3
Closed -$167 – 625
2023
Q2 		$167 Buy
+3
New +$167 ﹤0.01% 597