DACG
Donor Advised Charitable Giving’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,200
| Closed | -$314K | – | 98 |
|
|
2021
Q2 | $314K | Hold |
3,200
| – | – | 0.04% | 103 |
|
|
2021
Q1 | $306K | Hold |
3,200
| – | – | 0.03% | 103 |
|
|
2020
Q4 | $316K | Hold |
3,200
| – | – | 0.04% | 101 |
|
|
2020
Q3 | $303K | Hold |
3,200
| – | – | 0.09% | 49 |
|
|
2020
Q2 | $256K | Hold |
3,200
| – | – | 0.1% | 46 |
|
|
2020
Q1 | $236K | Hold |
3,200
| – | – | 0.12% | 42 |
|
|
2019
Q4 | $232K | Buy |
3,200
+245
| +8% | +$17.8K | 0.13% | 51 |
|
|
2019
Q3 | $228K | Hold |
2,955
| – | – | 0.18% | 51 |
|
|
2019
Q2 | $236K | Buy |
+2,955
| New | +$236K | 0.19% | 49 |
|