Congress Wealth Management’s BlackRock Enhanced Captial and Income Fund CII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.99M	Buy	93,103 +350	+0.4%	+$7.47K	0.02%	556
2025 Q1	$1.71M	Sell	92,753 -1,686	-2%	-$31.1K	0.02%	526
2024 Q4	$1.9M	Buy	94,439 +3,303	+4%	+$66.4K	0.03%	418
2024 Q3	$1.79M	Buy	+91,136	New	+$1.79M	0.02%	440