CWS
Confluence Wealth Services’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-914
| Closed | -$232K | – | 346 |
|
|
2024
Q3 | $232K | Sell |
914
-1,641
| -64% | -$416K | 0.02% | 316 |
|
|
2024
Q2 | $531K | Buy |
2,555
+1,251
| +96% | +$260K | 0.04% | 219 |
|
|
2024
Q1 | $270K | Buy |
+1,304
| New | +$270K | 0.02% | 286 |
|
|
2022
Q1 | – | Sell |
-236
| Closed | -$24K | – | 897 |
|
|
2021
Q4 | $24K | Buy |
+236
| New | +$24K | 0.01% | 683 |
|