CONGRESS WEALTH MANAGEMENT LLC / DE / – Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$5.21M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.27% | -4.30K shares | -751K | $28.13 | 185.34K |
| Q2 2022 | share | Decrease | -0.19% | -363 shares | -1.01M | $31.45 | 189.64K |
| Q1 2022 | share | Decrease | -7.30% | -14.95K shares | -990K | $36.72 | 190.01K |
| Q4 2021 | share | Increase | 0.00% | 204.96K shares | 7.96M | $38.93 | 204.96K |