CONGRESS WEALTH MANAGEMENT LLC / DE / – Schwab U.S. TIPS ETF Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$2.58M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.11% | 53 shares | -196K | $51.8 | 49.85K |
| Q2 2022 | share | Increase | +3.02% | 1.46K shares | -156K | $55.8 | 49.80K |
| Q1 2022 | share | Decrease | -16.50% | -9.55K shares | -706K | $60.71 | 48.34K |
| Q4 2021 | share | Increase | 0.00% | 57.89K shares | 3.64M | $62.99 | 57.89K |