CWM
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Congress Wealth Management’s ZipRecruiter ZIP Stock Holding History

Congress Wealth Management’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-29,459
Closed -$677K – 626
2022
Q1 		$677K Hold
29,459
– – 0.01% 403
2021
Q4 		$735K Buy
+29,459
New +$735K 0.01% 407