Congress Wealth Management LLC Pimco ETF Tr 1 5 Yr High Yield Transaction History

Congress Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	SELL	$89.5 - $91.19 $18,526 - $18,876	-207 Reduced 2.77%	7,272 $663,000
Q1 2023 Apr 14, 2023	SELL	$89.0 - $92.44 $8,989 - $9,336	-101 Reduced 1.33%	7,479 $682,000
Q4 2022 Feb 02, 2023	SELL	$87.02 - $91.5 $12,443 - $13,084	-143 Reduced 1.85%	7,580 $676,000
Q3 2022 Nov 08, 2022	SELL	$87.1 - $93.4 $58,095 - $62,297	-667 Reduced 7.95%	7,723 $675,000
Q2 2022 Aug 11, 2022	SELL	$87.19 - $96.48 $42,548 - $47,082	-488 Reduced 5.5%	8,390 $743,000
Q1 2022 May 16, 2022	SELL	$93.87 - $98.74 $30,507 - $32,090	-325 Reduced 3.53%	8,878 $854,000
Q4 2021 Feb 04, 2022	BUY	$97.44 - $99.3 $896,740 - $913,857	9,203 New	9,203 $912,000

251

9.14M

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