Congress Wealth Management’s Cerence CRNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-97,530	Closed	-$3.52M	–	560
2022 Q1	$3.52M	Buy	97,530 +66,375	+213%	+$2.4M	0.08%	249
2021 Q4	$2.39M	Buy	+31,155	New	+$2.39M	0.05%	288