Baystate Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $56.1K | Buy |
352
+33
| +10% | +$5.26K | ﹤0.01% | 359 |
|
|
2023
Q3 | $44.4K | Sell |
319
-61
| -16% | -$8.5K | ﹤0.01% | 354 |
|
|
2023
Q2 | $50.4K | Hold |
380
| – | – | ﹤0.01% | 330 |
|
|
2023
Q1 | $54.4K | Buy |
380
+62
| +19% | +$8.88K | ﹤0.01% | 325 |
|
|
2022
Q4 | $41K | Sell |
318
-90
| -22% | -$11.6K | ﹤0.01% | 360 |
|
|
2022
Q3 | $48K | Hold |
408
| – | – | ﹤0.01% | 308 |
|
|
2022
Q2 | $48K | Hold |
408
| – | – | ﹤0.01% | 324 |
|
|
2022
Q1 | $47K | Buy |
408
+1
| +0.2% | +$115 | ﹤0.01% | 331 |
|
|
2021
Q4 | $42K | Buy |
407
+6
| +1% | +$619 | ﹤0.01% | 348 |
|
|
2021
Q3 | $36K | Hold |
401
| – | – | ﹤0.01% | 332 |
|
|
2021
Q2 | $39K | Sell |
401
-7
| -2% | -$681 | ﹤0.01% | 305 |
|
|
2021
Q1 | $39K | Buy |
408
+19
| +5% | +$1.82K | ﹤0.01% | 287 |
|
|
2020
Q4 | $39K | Hold |
389
| – | – | ﹤0.01% | 274 |
|
|
2020
Q3 | $37K | Hold |
389
| – | – | ﹤0.01% | 252 |
|
|
2020
Q2 | $31K | Buy |
389
+150
| +63% | +$12K | ﹤0.01% | 265 |
|
|
2020
Q1 | $18K | Buy |
239
+8
| +3% | +$603 | ﹤0.01% | 297 |
|
|
2019
Q4 | $17K | Buy |
231
+48
| +26% | +$3.53K | ﹤0.01% | 341 |
|
|
2019
Q3 | $14K | Buy |
183
+100
| +120% | +$7.65K | ﹤0.01% | 331 |
|
|
2019
Q2 | $7K | Sell |
83
-72
| -46% | -$6.07K | ﹤0.01% | 396 |
|
|
2019
Q1 | $12K | Buy |
155
+75
| +94% | +$5.81K | ﹤0.01% | 366 |
|
|
2018
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 443 |
|
|
2018
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 439 |
|
|
2018
Q2 | $8K | Hold |
80
| – | – | ﹤0.01% | 399 |
|
|
2018
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 428 |
|
|
2017
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 434 |
|
|
2017
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 440 |
|
|
2017
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 435 |
|
|
2017
Q1 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 435 |
|