Balasa Dinverno & Foltz’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $693K | Buy |
5,962
+1,260
| +27% | +$146K | 0.04% | 169 |
|
|
2022
Q2 | $547K | Buy |
4,702
+1,609
| +52% | +$187K | 0.03% | 189 |
|
|
2022
Q1 | $353K | Buy |
3,093
+397
| +15% | +$45.3K | 0.02% | 243 |
|
|
2021
Q4 | $277K | Sell |
2,696
-697
| -21% | -$71.6K | 0.02% | 282 |
|
|
2021
Q3 | $307K | Buy |
3,393
+783
| +30% | +$70.8K | 0.02% | 253 |
|
|
2021
Q2 | $256K | Buy |
2,610
+305
| +13% | +$29.9K | 0.02% | 285 |
|
|
2021
Q1 | $220K | Sell |
2,305
-584
| -20% | -$55.7K | 0.02% | 287 |
|
|
2020
Q4 | $286K | Buy |
+2,889
| New | +$286K | 0.02% | 233 |
|