Altium Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $477K | Sell |
4,102
-572
| -12% | -$66.5K | 0.03% | 248 |
|
|
2022
Q1 | $533K | Sell |
4,674
-677
| -13% | -$77.2K | 0.03% | 254 |
|
|
2021
Q4 | $549K | Buy |
5,351
+579
| +12% | +$59.4K | 0.04% | 230 |
|
|
2021
Q3 | $431K | Sell |
4,772
-105
| -2% | -$9.48K | 0.03% | 252 |
|
|
2021
Q2 | $479K | Buy |
4,877
+873
| +22% | +$85.7K | 0.04% | 238 |
|
|
2021
Q1 | $383K | Buy |
4,004
+1,063
| +36% | +$102K | 0.03% | 265 |
|
|
2020
Q4 | $291K | Buy |
2,941
+64
| +2% | +$6.33K | 0.03% | 289 |
|
|
2020
Q3 | $272K | Buy |
2,877
+265
| +10% | +$25.1K | 0.03% | 279 |
|
|
2020
Q2 | $209K | Buy |
+2,612
| New | +$209K | 0.02% | 301 |
|