CM Wealth Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-990
| Closed | -$213K | – | 149 |
|
|
2024
Q1 | $213K | Sell |
990
-8,795
| -90% | -$1.89M | 0.06% | 173 |
|
|
2023
Q4 | $1.56M | Hold |
9,785
| – | – | 0.67% | 18 |
|
|
2023
Q3 | $1.56M | Buy |
+9,785
| New | +$1.56M | 0.6% | 20 |
|
|
2023
Q1 | – | Sell |
-9,785
| Closed | -$1.27M | – | 433 |
|
|
2022
Q4 | $1.27M | Hold |
9,785
| – | – | 0.65% | 18 |
|
|
2022
Q3 | $1.14B | Hold |
9,785
| – | – | 0.63% | 18 |
|
|
2022
Q2 | $1.14M | Buy |
+9,785
| New | +$1.14M | 0.7% | 18 |
|