UBS 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 | $414K | Buy |
13,268
+2,684
| +25% | +$83.7K | ﹤0.01% | 4984 |
|
|
2025
Q1 | $293K | Buy |
+10,584
| New | +$293K | ﹤0.01% | 5045 |
|
|
2024
Q4 | – | Sell |
-109
| Closed | -$3.26K | – | 8721 |
|
|
2024
Q3 | $3.26K | Sell |
109
-741
| -87% | -$22.2K | ﹤0.01% | 7085 |
|
|
2024
Q2 | $24.4K | Buy |
850
+109
| +15% | +$3.12K | ﹤0.01% | 6028 |
|
|
2024
Q1 | $22.3K | Buy |
+741
| New | +$22.3K | ﹤0.01% | 5710 |
|