CONGRESS WEALTH MANAGEMENT LLC / DE / – Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
29.81M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-12.02%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.34% | 21.34K shares | -3.29M | 932.40K | |
| Q2 2022 | share | Decrease | -37.98% | -558.02K shares | -30.45M | 911.06K | |
| Q1 2022 | share | Increase | +19.17% | 236.30K shares | 3.14M | 1.46M | |
| Q4 2021 | share | Increase | 0.00% | 1.23M shares | 60.42M | 1.23M |