DAS
Diversify Advisory Services’s Congress SMid Growth ETF CSMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Sell |
25,244
-7,098
| -22% | -$231K | 0.03% | 377 |
|
|
2025
Q1 | $901K | Sell |
32,342
-1,719
| -5% | -$47.9K | 0.06% | 235 |
|
|
2024
Q4 | $1.02M | Sell |
34,061
-15,918
| -32% | -$477K | 0.06% | 227 |
|
|
2024
Q3 | $1.48M | Buy |
49,979
+749
| +2% | +$22.1K | 0.08% | 198 |
|
|
2024
Q2 | $1.4M | Buy |
+49,230
| New | +$1.4M | 0.08% | 193 |
|