AEPWM
Atlantic Edge Private Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31K | Hold |
116
| – | – | 0.01% | 245 |
|
|
2025
Q1 | $32.8K | Hold |
116
| – | – | 0.01% | 231 |
|
|
2024
Q4 | $27.8K | Buy |
116
+41
| +55% | +$9.82K | 0.01% | 240 |
|
|
2024
Q3 | $19K | Hold |
75
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $15.6K | Buy |
75
+25
| +50% | +$5.19K | 0.01% | 275 |
|
|
2024
Q1 | $10.3K | Hold |
50
| – | – | ﹤0.01% | 311 |
|
|
2023
Q4 | $7.96K | Buy |
+50
| New | +$7.96K | ﹤0.01% | 316 |
|