CW
Connectus Wealth’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $11.9M | Sell |
57,453
-14,079
| -20% | -$2.91M | 0.33% | 74 |
|
|
2023
Q4 | $11.4M | Sell |
71,532
-5,994
| -8% | -$955K | 0.23% | 99 |
|
|
2023
Q3 | $10.8M | Buy |
77,526
+1,057
| +1% | +$147K | 0.24% | 98 |
|
|
2023
Q2 | $10.1M | Buy |
76,469
+17
| +0% | +$2.25K | 0.23% | 96 |
|
|
2023
Q1 | $10.9M | Sell |
76,452
-7
| -0% | -$1K | 0.27% | 87 |
|
|
2022
Q4 | $9.92M | Sell |
76,459
-8,489
| -10% | -$1.1M | 0.23% | 100 |
|
|
2022
Q3 | $9.87M | Sell |
84,948
-2,193
| -3% | -$255K | 0.21% | 125 |
|
|
2022
Q2 | $10.1M | Sell |
87,141
-975
| -1% | -$113K | 0.23% | 109 |
|
|
2022
Q1 | $9.05M | Sell |
88,116
-31,328
| -26% | -$3.22M | 0.29% | 81 |
|
|
2021
Q4 | $12.3M | Buy |
+119,444
| New | +$12.3M | 0.47% | 47 |
|