Congress Wealth Management LLC Hartford Multifactor Developed Transaction History

Congress Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 14, 2023	SELL	$24.92 - $26.74 $136,736 - $146,722	-5,487 Reduced 35.03%	10,176 $267,000
Q4 2022 Feb 02, 2023	SELL	$21.52 - $25.59 $1.61 Million - $1.92 Million	-74,971 Reduced 82.72%	15,663 $388,000
Q3 2022 Nov 08, 2022	SELL	$21.66 - $26.01 $35,457 - $42,578	-1,637 Reduced 1.77%	90,634 $1.97 Million
Q2 2022 Aug 11, 2022	SELL	$24.89 - $29.35 $196,357 - $231,542	-7,889 Reduced 7.88%	92,271 $2.3 Million
Q1 2022 May 16, 2022	SELL	$27.12 - $30.49 $224,634 - $252,548	-8,283 Reduced 7.64%	100,160 $2.92 Million
Q4 2021 Feb 04, 2022	BUY	$29.2 - $31.08 $3.17 Million - $3.37 Million	108,443 New	108,443 $3.27 Million

113

32.2M

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