B. Riley 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 | $275 | Buy |
+2,363
| New | +$275 | ﹤0.01% | 557 |
|
|
2021
Q4 | – | Sell |
-2,533
| Closed | -$229K | – | 681 |
|
|
2021
Q3 | $229K | Buy |
+2,533
| New | +$229K | 0.02% | 527 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$27K | – | 590 |
|
|
2015
Q2 | $27K | Hold |
1,000
| – | – | 0.02% | 550 |
|
|
2015
Q1 | $27K | Buy |
+1,000
| New | +$27K | 0.02% | 534 |
|