Congress Wealth Management’s Sensata Technologies ST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,029
Closed -$226K 623
2023
Q2
$226K Sell
5,029
-5,200
-51% -$234K 0.01% 521
2023
Q1
$512K Sell
10,229
-4,661
-31% -$233K 0.01% 415
2022
Q4
$601K Sell
14,890
-12,358
-45% -$499K 0.02% 389
2022
Q3
$1.02M Sell
27,248
-39,645
-59% -$1.48M 0.03% 334
2022
Q2
$2.76M Sell
66,893
-38,820
-37% -$1.6M 0.07% 249
2022
Q1
$5.38M Buy
105,713
+132
+0.1% +$6.71K 0.12% 197
2021
Q4
$6.51M Buy
+105,581
New +$6.51M 0.13% 191