BerganKDV 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
Q2 | $1.72K | Sell |
13
-71
| -85% | -$9.4K | ﹤0.01% | 703 |
|
|
2023
Q1 | $12K | Sell |
84
-19
| -18% | -$2.72K | ﹤0.01% | 579 |
|
|
2022
Q4 | $13.4K | Buy |
103
+90
| +692% | +$11.7K | ﹤0.01% | 543 |
|
|
2022
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 825 |
|
|
2022
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 845 |
|
|
2022
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 947 |
|
|
2021
Q4 | $1K | Sell |
13
-69
| -84% | -$5.31K | ﹤0.01% | 1002 |
|
|
2021
Q3 | $7K | Buy |
82
+69
| +531% | +$5.89K | ﹤0.01% | 702 |
|
|
2021
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 939 |
|
|
2021
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 885 |
|
|
2020
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 889 |
|
|
2020
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 848 |
|
|
2020
Q2 | $1K | Sell |
13
-17
| -57% | -$1.31K | ﹤0.01% | 889 |
|
|
2020
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 748 |
|
|
2019
Q4 | $2K | Buy |
30
+13
| +76% | +$867 | ﹤0.01% | 789 |
|
|
2019
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 678 |
|
|
2019
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 719 |
|
|
2019
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 712 |
|
|
2018
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 675 |
|