CONGRESS WEALTH MANAGEMENT LLC / DE / iShares MSCI ACWI ETF Transaction History

CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:

$3.06M
portfolio value

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

-7.22%
quarter

iShares MSCI ACWI ETF 13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Increase +27.17% 8.41K shares 466K $77.83 39.4K
Q2 2022 share Decrease -6.18% -2.04K shares -695K $83.89 30.98K
Q1 2022 share Decrease -13.01% -4.93K shares -720K $99.78 33.02K
Q4 2021 share Increase 0.00% 37.96K shares 4.01M $105.95 37.96K