PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD)

Historical Portfolio Holders from Q3 2023 to Q3 2024

All holders as of September 30, 2024
Q3 2024
Type / Class
Equity / CONGRESS SMID GR
Shares, excl. options Q3 2024
6.26M
Holdings value Q3 2024
$187M
Value change Q3 2024
+$28.6M
Grand Portfolio weight change Q3 2024
+0%
Number of holders
15
Number of buys Q3 2024
11
Number of sells Q3 2024
-5
Average buys Q3 2024 %
+0%
Average sells Q3 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 6.26M $187M +$28.6M $29.91 15
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