Graves Light Lenhart Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-484
| Closed | -$56K | – | 468 |
|
|
2022
Q2 | $56K | Sell |
484
-7
| -1% | -$810 | 0.01% | 296 |
|
|
2022
Q1 | $56K | Sell |
491
-905
| -65% | -$103K | 0.01% | 344 |
|
|
2021
Q4 | $143K | Hold |
1,396
| – | – | 0.02% | 236 |
|
|
2021
Q3 | $126K | Hold |
1,396
| – | – | 0.02% | 242 |
|
|
2021
Q2 | $137K | Sell |
1,396
-201
| -13% | -$19.7K | 0.02% | 224 |
|
|
2021
Q1 | $153K | Buy |
1,597
+7
| +0.4% | +$671 | 0.03% | 204 |
|
|
2020
Q4 | $157K | Buy |
+1,590
| New | +$157K | 0.03% | 195 |
|