PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD)

Historical Portfolio Holders from Q3 2023 to Q3 2024

All holders as of June 30, 2024
Q2 2024
Type / Class
Equity / CONGRESS SMID GR
Shares, excl. options Q2 2024
5.3M
Holdings value Q2 2024
$152M
Value change Q2 2024
+$49.3M
Grand Portfolio weight change Q2 2024
+0%
Number of holders
15
Number of buys Q2 2024
3
Number of sells Q2 2024
0
Average buys Q2 2024 %
+0%
Average sells Q2 2024 %
0
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 105K $3.13M +$2.86M $29.91 3
2024 Q2 5.3M $152M +$49.3M $28.66 15
2024 Q1 3.57M $108M -$4.69M $30.11 5
2023 Q4 49.6K $1.32M +$255K $26.66 2
2023 Q3 40K $970K +$970K $24.25 1