Congress Asset Management’s Congress SMid Growth ETF CSMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
+67,059
| New | +$2.09M | 0.01% | 283 |
|
|
2025
Q1 | – | Sell |
-55,205
| Closed | -$1.65M | – | 377 |
|
|
2024
Q4 | $1.65M | Buy |
55,205
+14,945
| +37% | +$447K | 0.01% | 291 |
|
|
2024
Q3 | $1.2M | Hold |
40,260
| – | – | 0.01% | 296 |
|
|
2024
Q2 | $1.15M | Sell |
40,260
-9,300
| -19% | -$267K | 0.01% | 294 |
|
|
2024
Q1 | $1.49M | Hold |
49,560
| – | – | 0.01% | 288 |
|
|
2023
Q4 | $1.32M | Buy |
49,560
+9,560
| +24% | +$255K | 0.01% | 308 |
|
|
2023
Q3 | $970K | Buy |
+40,000
| New | +$970K | 0.01% | 311 |
|