BHWA
Beacon Harbor Wealth Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-30,389
| Closed | -$6.31M | – | 79 |
|
|
2024
Q2 | $6.31M | Sell |
30,389
-278
| -0.9% | -$57.7K | 1.64% | 27 |
|
|
2024
Q1 | $6.34M | Sell |
30,667
-535
| -2% | -$111K | 1.68% | 26 |
|
|
2023
Q4 | $4.97M | Buy |
+31,202
| New | +$4.97M | 1.45% | 36 |
|
|
2020
Q3 | – | Sell |
-29,998
| Closed | -$2.4M | – | 54 |
|
|
2020
Q2 | $2.4M | Buy |
+29,998
| New | +$2.4M | 1.38% | 34 |
|