CONGRESS WEALTH MANAGEMENT LLC / DE / Cohen & Steers, Inc. Transaction History

CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:

$3.25M
portfolio value

CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:

-1.51%
quarter

Cohen & Steers, Inc. 13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Increase +0.69% 354 shares -28K $62.63 51.91K
Q2 2022 share Decrease -2.94% -1.56K shares -1.28M $63.59 51.56K
Q1 2022 share Increase +7.39% 3.65K shares -14K $85.89 53.12K
Q4 2021 share Increase 0.00% 49.47K shares 4.57M $91.93 49.47K