CONGRESS WEALTH MANAGEMENT LLC / DE / – SPDR Portfolio S&P 500 ETF Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$2.85M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +20.68% | 11.65K shares | 357K | $41.99 | 67.99K |
| Q2 2022 | share | Decrease | -32.65% | -27.31K shares | -1.94M | $44.34 | 56.34K |
| Q1 2022 | share | Decrease | -68.46% | -181.57K shares | -10.36M | $53.13 | 83.66K |
| Q4 2021 | share | Increase | 0.00% | 265.23K shares | 14.80M | $56 | 265.23K |