Congress Wealth Management’s PGT, Inc. PGTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-202,083
| Closed | -$8.22M | – | 647 |
|
|
2023
Q4 | $8.22M | Buy |
202,083
+4,215
| +2% | +$172K | 0.15% | 179 |
|
|
2023
Q3 | $5.49M | Buy |
197,868
+7,539
| +4% | +$209K | 0.11% | 203 |
|
|
2023
Q2 | $5.55M | Sell |
190,329
-8,774
| -4% | -$256K | 0.13% | 177 |
|
|
2023
Q1 | $5M | Buy |
199,103
+32,367
| +19% | +$813K | 0.12% | 187 |
|
|
2022
Q4 | $2.99M | Sell |
166,736
-24,869
| -13% | -$447K | 0.08% | 223 |
|
|
2022
Q3 | $4.02M | Buy |
191,605
+312
| +0.2% | +$6.54K | 0.11% | 196 |
|
|
2022
Q2 | $3.18M | Sell |
191,293
-2,580
| -1% | -$42.9K | 0.08% | 237 |
|
|
2022
Q1 | $3.49M | Buy |
193,873
+20,563
| +12% | +$370K | 0.08% | 252 |
|
|
2021
Q4 | $3.9M | Buy |
+173,310
| New | +$3.9M | 0.08% | 248 |
|