CWM
SRT

Congress Wealth Management’s Startek Inc. SRT Stock Holding History

Congress Wealth Management’s Portfolio SRT Stock Details SRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-26,568
Closed -$117K – 649
2023
Q4 		$117K Hold
26,568
– – ﹤0.01% 603
2023
Q3 		$86.3K Buy
+26,568
New +$82.6K ﹤0.01% 593

Congress Wealth Management's SRT Position: Q1 2024 in Review

Congress Wealth Management sold out of Startek Inc. (SRT) in Q1 2024, closing a stake of 26,568 shares — an estimated $117K sold.

Congress Wealth Management first reported a position in SRT in Q3 2023 and held it in 2 quarters. The position peaked at $117K in Q4 2023. 0 funds tracked by Wall St. Rank hold SRT as of Q1 2024.

  • Congress Wealth Management reported no remaining Startek Inc. position as of Q1 2024 after selling out during the quarter.
  • Congress Wealth Management sold 26,568 Startek Inc. shares in Q1 2024, an estimated $117K.
  • Congress Wealth Management first reported a position in Startek Inc. in Q3 2023 and held it in 2 quarters.
  • Congress Wealth Management's Startek Inc. position peaked at $117K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Startek Inc. as of Q1 2024.

Based on Congress Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.