Berman Capital Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $347K | Buy |
3,841
+77
| +2% | +$6.96K | 0.05% | 174 |
|
|
2021
Q2 | $368K | Buy |
3,764
+465
| +14% | +$45.5K | 0.06% | 152 |
|
|
2021
Q1 | $314K | Buy |
3,299
+2,428
| +279% | +$231K | 0.07% | 143 |
|
|
2020
Q4 | $85K | Buy |
871
+132
| +18% | +$12.9K | 0.02% | 283 |
|
|
2020
Q3 | $69K | Sell |
739
-8
| -1% | -$747 | 0.02% | 276 |
|
|
2020
Q2 | $59K | Buy |
747
+55
| +8% | +$4.34K | 0.02% | 298 |
|
|
2020
Q1 | $49K | Buy |
692
+267
| +63% | +$18.9K | 0.02% | 299 |
|
|
2019
Q4 | $30K | Buy |
425
+1
| +0.2% | +$71 | 0.01% | 429 |
|
|
2019
Q3 | $32K | Hold |
424
| – | – | 0.01% | 393 |
|
|
2019
Q2 | $33K | Buy |
424
+13
| +3% | +$1.01K | 0.01% | 394 |
|
|
2019
Q1 | $29K | Buy |
411
+122
| +42% | +$8.61K | 0.01% | 374 |
|
|
2018
Q4 | $17K | Buy |
+289
| New | +$17K | 0.01% | 412 |
|