CONGRESS WEALTH MANAGEMENT LLC / DE / – Schwab U.S. REIT ETF Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$2.57M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-11.38%
quarter
Schwab U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.81% | -1.12K shares | -355K | $18.69 | 138.01K |
| Q2 2022 | share | Increase | +2.83% | 3.82K shares | -434K | $21.09 | 139.13K |
| Q1 2022 | share | Decrease | -13.29% | -20.73K shares | -743K | $24.89 | 135.31K |
| Q4 2021 | share | Increase | 0.00% | 156.04K shares | 4.11M | $52.58 | 156.04K |