Congress Wealth Management LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Congress Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$91.22 - $91.84 $776,738 - $782,017	8,515 New	8,515 $778,000
Q3 2022 Nov 08, 2022	SELL	N/A	-15 Reduced 0.29%	5,097 $467,000
Q2 2022 Aug 11, 2022	SELL	N/A	-825 Reduced 13.9%	5,112 $468,000
Q1 2022 May 16, 2022	BUY	N/A	879 Added 17.38%	5,937 $543,000
Q4 2021 Feb 04, 2022	BUY	N/A	5,058 New	5,058 $462,000

1,007

208M

25.9K

9.3K

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