FAM
Formidable Asset Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,348
| Closed | -$765K | – | 315 |
|
|
2023
Q1 | $765K | Sell |
5,348
-3,287
| -38% | -$470K | 0.16% | 111 |
|
|
2022
Q4 | $1.12M | Hold |
8,635
| – | – | 0.25% | 75 |
|
|
2022
Q3 | $1.01M | Buy |
8,635
+201
| +2% | +$23.4K | 0.23% | 81 |
|
|
2022
Q2 | $980K | Buy |
8,434
+42
| +0.5% | +$4.88K | 0.22% | 86 |
|
|
2022
Q1 | $957K | Sell |
8,392
-1,641
| -16% | -$187K | 0.18% | 105 |
|
|
2021
Q4 | $1.03M | Buy |
10,033
+985
| +11% | +$101K | 0.2% | 101 |
|
|
2021
Q3 | $818K | Buy |
+9,048
| New | +$818K | 0.15% | 126 |
|
|
2019
Q2 | – | Sell |
-18,554
| Closed | -$993K | – | 312 |
|
|
2019
Q1 | $993K | Buy |
+18,554
| New | +$993K | 0.39% | 61 |
|