Congress Wealth Management’s Etsy ETSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-89,335
Closed -$6.54M 553
2022
Q2
$6.54M Buy
89,335
+34
+0% +$2.49K 0.17% 166
2022
Q1
$11.1M Buy
89,301
+4,142
+5% +$515K 0.24% 110
2021
Q4
$18.6M Buy
+85,159
New +$18.6M 0.37% 67