Congress Wealth Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,715
Closed -$1.11M 659
2023
Q3
$1.11M Sell
16,715
-691
-4% -$45.8K 0.02% 362
2023
Q2
$1.45M Buy
+17,406
New +$1.45M 0.03% 304