Osaic Holdings’s Congress SMid Growth ETF CSMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.4K | Buy |
+1,712
| New | +$53.4K | ﹤0.01% | 4644 |
|
|
2025
Q1 | – | Sell |
-4,351
| Closed | -$130K | – | 7299 |
|
|
2024
Q4 | $130K | Sell |
4,351
-520
| -11% | -$15.6K | ﹤0.01% | 3976 |
|
|
2024
Q3 | $146K | Hold |
4,871
| – | – | ﹤0.01% | 3915 |
|
|
2024
Q2 | $140K | Buy |
4,871
+4,404
| +943% | +$126K | ﹤0.01% | 3863 |
|
|
2024
Q1 | $14.1K | Buy |
+467
| New | +$14.1K | ﹤0.01% | 5505 |
|