PWG
Portside Wealth Group’s Congress SMid Growth ETF CSMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Sell |
29,396
-1,567
| -5% | -$48.9K | 0.14% | 160 |
|
|
2025
Q1 | $856K | Sell |
30,963
-1,733
| -5% | -$47.9K | 0.14% | 165 |
|
|
2024
Q4 | $978K | Sell |
32,696
-24,568
| -43% | -$735K | 0.16% | 139 |
|
|
2024
Q3 | $1.71M | Buy |
57,264
+11,708
| +26% | +$350K | 0.29% | 85 |
|
|
2024
Q2 | $1.31M | Buy |
+45,556
| New | +$1.31M | 0.25% | 99 |
|