Concert Wealth Management’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-20,363
Closed -$565K 723
2015
Q2
$565K Sell
20,363
-618
-3% -$17.1K 0.07% 335
2015
Q1
$535K Buy
20,981
+671
+3% +$17.1K 0.15% 186
2014
Q4
$544K Buy
+20,310
New +$544K 0.08% 300