CWM
LIF

Cherrydale Wealth Management’s Life360 LIF Stock Holding History

Cherrydale Wealth Management’s Portfolio LIF Stock Details LIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$268K Buy
+4,106
New +$268K 0.09% 59
2025
Q1 		– Sell
-8,235
Closed -$340K – 78
2024
Q4 		$340K Buy
+8,235
New +$340K 0.13% 49