FNWA
Financial Network Wealth Advisors’s Congress SMid Growth ETF CSMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
7,665
| – | – | 0.29% | 71 |
|
|
2025
Q1 | $212K | Buy |
7,665
+723
| +10% | +$20K | 0.28% | 70 |
|
|
2024
Q4 | $208K | Buy |
+6,942
| New | +$208K | 0.39% | 55 |
|
|
2024
Q3 | – | Sell |
-23,047
| Closed | -$660K | – | 845 |
|
|
2024
Q2 | $660K | Buy |
+23,047
| New | +$660K | 0.49% | 44 |
|