Clearstead Advisors’s Progyny PGNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5K | Buy |
+566
| New | +$12.5K | ﹤0.01% | 1806 |
|
|
2024
Q4 | – | Sell |
-187
| Closed | -$3.14K | – | 2165 |
|
|
2024
Q3 | $3.14K | Hold |
187
| – | – | ﹤0.01% | 1778 |
|
|
2024
Q2 | $5.35K | Buy |
+187
| New | +$5.35K | ﹤0.01% | 1677 |
|
|
2024
Q1 | – | Sell |
-35
| Closed | -$1.3K | – | 1610 |
|
|
2023
Q4 | $1.3K | Sell |
35
-35
| -50% | -$1.3K | ﹤0.01% | 1361 |
|
|
2023
Q3 | $2.38K | Buy |
+70
| New | +$2.38K | ﹤0.01% | 1378 |
|
|
2022
Q2 | – | Sell |
-42
| Closed | -$2K | – | 1398 |
|
|
2022
Q1 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 1222 |
|
|
2021
Q4 | – | Sell |
-376
| Closed | -$21K | – | 1393 |
|
|
2021
Q3 | $21K | Buy |
+376
| New | +$21K | ﹤0.01% | 804 |
|