Congress Wealth Management’s Global X Conscious Companies ETF KRMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
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|
2025
Q1 | $364K | Buy |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $554K | Sell |
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|
2024
Q2 | $525K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $473K | Buy |
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $409K | Buy |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $614K | Sell |
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|
2021
Q4 | $655K | Buy |
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