CWM
FISK

Congress Wealth Management’s Empire State Realty OP, L.P. Series 250 FISK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$163K Hold
22,000
﹤0.01% 1150
2025
Q1
$165K Buy
22,000
+7,626
+53% +$57.1K ﹤0.01% 1040
2024
Q4
$130K Buy
+14,374
New +$130K ﹤0.01% 867