CONGRESS WEALTH MANAGEMENT LLC / DE / – SPDR Bloomberg Convertible Securities ETF Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$4.52M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-1.95%
quarter
SPDR Bloomberg Convertible Securities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.88% | 2K shares | 39K | $63.3 | 71.45K |
| Q2 2022 | share | Increase | +4.51% | 3K shares | -630K | $64.56 | 69.45K |
| Q1 2022 | share | Decrease | -5.68% | -4K shares | -731K | $76.95 | 66.45K |
| Q4 2021 | share | Increase | 0.00% | 70.45K shares | 5.84M | $83.02 | 70.45K |