Congress Wealth Management’s Global X Conscious Companies ETF KRMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
9,635
-119
| -1% | -$4.81K | ﹤0.01% | 1000 |
|
|
2025
Q1 | $364K | Buy |
9,754
+390
| +4% | +$14.5K | ﹤0.01% | 898 |
|
|
2024
Q4 | $366K | Sell |
9,364
-4,783
| -34% | -$187K | 0.01% | 718 |
|
|
2024
Q3 | $554K | Sell |
14,147
-56
| -0.4% | -$2.19K | 0.01% | 623 |
|
|
2024
Q2 | $525K | Buy |
+14,203
| New | +$525K | 0.01% | 529 |
|
|
2023
Q4 | – | Sell |
-15,834
| Closed | -$473K | – | 646 |
|
|
2023
Q3 | $473K | Buy |
15,834
+1,903
| +14% | +$56.8K | 0.01% | 465 |
|
|
2023
Q2 | $432K | Buy |
13,931
+60
| +0.4% | +$1.86K | 0.01% | 436 |
|
|
2023
Q1 | $409K | Buy |
13,871
+296
| +2% | +$8.73K | 0.01% | 440 |
|
|
2022
Q4 | $376K | Buy |
13,575
+1,434
| +12% | +$39.7K | 0.01% | 448 |
|
|
2022
Q3 | $309K | Buy |
12,141
+73
| +0.6% | +$1.86K | 0.01% | 469 |
|
|
2022
Q2 | $322K | Sell |
12,068
-6,864
| -36% | -$183K | 0.01% | 462 |
|
|
2022
Q1 | $614K | Sell |
18,932
-79
| -0.4% | -$2.56K | 0.01% | 415 |
|
|
2021
Q4 | $655K | Buy |
+19,011
| New | +$655K | 0.01% | 427 |
|