CWM
SHYF

Congress Wealth Management’s The Shyft Group SHYF Stock Holding History

Congress Wealth Management’s Portfolio SHYF Stock Details SHYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-107,578
Closed -$2.2M – 578
2022
Q3 		$2.2M Buy
107,578
+3,442
+3% +$70.3K 0.06% 265
2022
Q2 		$1.94M Buy
104,136
+5,304
+5% +$98.6K 0.05% 279
2022
Q1 		$3.57M Buy
98,832
+24,849
+34% +$897K 0.08% 245
2021
Q4 		$3.64M Buy
+73,983
New +$3.64M 0.07% 256