CWM
SNLN

Congress Wealth Management’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Congress Wealth Management’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
2023
Q2 		$966K Sell
2023
Q1 		$1.04M Sell
2022
Q4 		$1.06M Sell
2022
Q3 		$1.44M Sell
2022
Q2 		$1.47M Sell
2022
Q1 		$1.59M Sell
2021
Q4 		$2.27M Buy