Congress Wealth Management’s a.k.a. Brands AKA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,846	Closed	-$9.63K	–	607
2023 Q3	$9.63K	Buy	+1,846	New	+$9.63K	﹤0.01%	598