Congress Wealth Management LLC J P Morgan ETF Tr Betabuilders Transaction History

Congress Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 14, 2023	SELL	$56.59 - $62.61 $5,036 - $5,572	-89 Reduced 0.68%	12,985 $772,000
Q4 2022 Feb 02, 2023	BUY	$52.74 - $61.61 $13,765 - $16,080	261 Added 2.04%	13,074 $749,000
Q3 2022 Nov 08, 2022	SELL	$53.44 - $63.27 $21,162 - $25,054	-396 Reduced 3.0%	12,813 $684,000
Q2 2022 Aug 11, 2022	BUY	$57.62 - $70.69 $45,404 - $55,703	788 Added 6.34%	13,209 $776,000
Q1 2022 May 16, 2022	BUY	$64.8 - $70.77 $321,472 - $351,089	4,961 Added 66.5%	12,421 $871,000
Q4 2021 Feb 04, 2022	BUY	$63.43 - $69.31 $473,187 - $517,052	7,460 New	7,460 $501,000

179

89.5M

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