Destiny Wealth Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,268
| Closed | -$324K | – | 188 |
|
|
2023
Q1 | $324K | Sell |
2,268
-354
| -14% | -$50.6K | 0.07% | 127 |
|
|
2022
Q4 | $340K | Sell |
2,622
-24
| -0.9% | -$3.11K | 0.07% | 124 |
|
|
2022
Q3 | $307K | Buy |
2,646
+537
| +25% | +$62.3K | 0.07% | 123 |
|
|
2022
Q2 | $245K | Buy |
2,109
+1,095
| +108% | +$127K | 0.05% | 139 |
|
|
2022
Q1 | $116K | Buy |
1,014
+854
| +534% | +$97.7K | 0.02% | 214 |
|
|
2021
Q4 | $16K | Sell |
160
-200
| -56% | -$20K | ﹤0.01% | 406 |
|
|
2021
Q3 | $33K | Buy |
+360
| New | +$33K | 0.01% | 342 |
|
|
2021
Q2 | – | Sell |
-764
| Closed | -$73K | – | 407 |
|
|
2021
Q1 | $73K | Sell |
764
-2,736
| -78% | -$261K | 0.02% | 233 |
|
|
2020
Q4 | $346K | Buy |
+3,500
| New | +$346K | 0.07% | 130 |
|