DWM
Diversify Wealth Management’s Congress SMid Growth ETF CSMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
9,720
-1,265
| -12% | -$41.2K | 0.02% | 446 |
|
|
2025
Q1 | $306K | Sell |
10,985
-453
| -4% | -$12.6K | 0.02% | 434 |
|
|
2024
Q4 | $343K | Buy |
+11,438
| New | +$343K | 0.03% | 415 |
|
|
2024
Q3 | – | Sell |
-7,175
| Closed | -$200K | – | 472 |
|
|
2024
Q2 | $200K | Buy |
+7,175
| New | +$200K | 0.02% | 416 |
|