CONGRESS WEALTH MANAGEMENT LLC / DE / – iShares MBS ETF Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$4.85M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-6.06%
quarter
iShares MBS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.81% | -434 shares | -355K | $91.58 | 53.00K |
| Q2 2022 | share | Increase | +6.23% | 3.13K shares | 87K | $97.49 | 53.43K |
| Q1 2022 | share | Decrease | -30.66% | -22.24K shares | -2.67M | $101.87 | 50.30K |
| Q4 2021 | share | Increase | 0.00% | 72.54K shares | 7.79M | $107.36 | 72.54K |