CONGRESS WEALTH MANAGEMENT LLC / DE / – Energy Select Sector SPDR Fund Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$80.65M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
+0.71%
quarter
Energy Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.52% | 27.49K shares | 2.53M | $72.02 | 1.11M |
| Q2 2022 | share | Decrease | -9.40% | -113.32K shares | -14.04M | $71.51 | 1.09M |
| Q1 2022 | share | Decrease | -15.95% | -228.74K shares | 12.55M | $76.44 | 1.20M |
| Q4 2021 | share | Increase | 0.00% | 1.43M shares | 79.61M | $55.36 | 1.43M |