CONGRESS WEALTH MANAGEMENT LLC / DE / – iShares Preferred and Income Securities ETF Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$26.25M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-3.68%
quarter
iShares Preferred and Income Securities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.20% | 17.81K shares | -417K | $31.67 | 828.91K |
| Q2 2022 | share | Increase | +3.16% | 24.85K shares | -1.96M | $32.88 | 811.09K |
| Q1 2022 | share | Decrease | -3.57% | -29.07K shares | -3.51M | $36.42 | 786.23K |
| Q4 2021 | share | Increase | 0.00% | 815.30K shares | 32.14M | $39.33 | 815.30K |