Congress Wealth Management LLC Utilities Sector Spdr Transaction History

Congress Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 02, 2023	SELL	$61.52 - $72.67 $76,961 - $90,910	-1,251 Reduced 29.94%	2,928 $206,000
Q3 2022 Nov 08, 2022	BUY	$65.51 - $78.12 $78,546 - $93,665	1,199 Added 40.23%	4,179 $274,000
Q2 2022 Aug 11, 2022	SELL	$64.87 - $76.96 $102,170 - $121,211	-1,575 Reduced 34.58%	2,980 $209,000
Q1 2022 May 16, 2022	BUY	$65.03 - $74.54 $22,110 - $25,343	340 Added 8.07%	4,555 $340,000
Q4 2021 Feb 04, 2022	BUY	$63.88 - $71.58 $269,254 - $301,709	4,215 New	4,215 $302,000

1,486

180M

13.1M

41.1M

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