CONGRESS WEALTH MANAGEMENT LLC / DE / Fidelity MSCI Financials Index ETF Transaction History

CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:

$15.03M
portfolio value

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

-3.47%
quarter

Fidelity MSCI Financials Index ETF 13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Decrease -8.70% -33.24K shares -2.02M $43.08 348.95K
Q2 2022 share Decrease -1.18% -4.54K shares -3.88M $44.63 382.20K
Q1 2022 share Decrease -6.84% -28.38K shares -2.27M $54.15 386.75K
Q4 2021 share Increase 0.00% 415.13K shares 23.21M $56.02 415.13K