CONGRESS WEALTH MANAGEMENT LLC / DE / – Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
14.47M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-11.72%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.50% | 4.64K shares | -1.68M | 315.17K | |
| Q2 2022 | share | Increase | +1.16% | 3.55K shares | -2.04M | 310.52K | |
| Q1 2022 | share | Increase | 0.00% | 306.97K shares | 18.19M | 306.97K |