CONGRESS WEALTH MANAGEMENT LLC / DE / – Schwab U.S. Mid-Cap ETF Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$5.52M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.25% | 224 shares | -186K | $60.53 | 91.33K |
| Q2 2022 | share | Increase | +6.41% | 5.49K shares | -779K | $62.73 | 91.11K |
| Q1 2022 | share | Decrease | -21.79% | -23.85K shares | -2.31M | $75.86 | 85.61K |
| Q4 2021 | share | Increase | 0.00% | 109.46K shares | 8.80M | $80.5 | 109.46K |