CONGRESS WEALTH MANAGEMENT LLC / DE / – SPDR S&P 500 ETF Trust Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$11.22M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.88% | 879 shares | -298K | $357.18 | 31.41K |
| Q2 2022 | share | Decrease | -0.51% | -155 shares | -2.34M | $377.25 | 30.53K |
| Q1 2022 | share | Decrease | -25.20% | -10.34K shares | -5.62M | $451.64 | 30.68K |
| Q4 2021 | share | Increase | 0.00% | 41.02K shares | 19.48M | $476.16 | 41.02K |