Foundations Investment Advisors’s Progress Software PRGS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,375
Closed -$220K 915
2024
Q4
$220K Sell
3,375
-308
-8% -$20.1K ﹤0.01% 774
2024
Q3
$248K Buy
+3,683
New +$248K 0.01% 695