CONGRESS WEALTH MANAGEMENT LLC / DE / – Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$5.68M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-40.55%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.99% | 7.50K shares | -3.33M | $42.86 | 132.73K |
| Q2 2022 | share | Decrease | -3.37% | -4.37K shares | -1.71M | $72.1 | 125.22K |
| Q1 2022 | share | Decrease | -2.71% | -3.60K shares | -2.99M | $82.88 | 129.60K |
| Q4 2021 | share | Increase | 0.00% | 133.20K shares | 13.73M | $103.18 | 133.20K |