HC Financial Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $77K | Hold |
662
| – | – | 0.05% | 110 |
|
2022
Q1 | $75K | Hold |
662
| – | – | 0.04% | 113 |
|
2021
Q4 | $68K | Hold |
662
| – | – | 0.04% | 123 |
|
2021
Q3 | $60K | Sell |
662
-1,162
| -64% | -$105K | 0.04% | 124 |
|
2021
Q2 | $179K | Hold |
1,824
| – | – | 0.1% | 84 |
|
2021
Q1 | $174K | Hold |
1,824
| – | – | 0.11% | 81 |
|
2020
Q4 | $180K | Buy |
1,824
+662
| +57% | +$65.3K | 0.12% | 83 |
|
2020
Q3 | $110K | Buy |
+1,162
| New | +$110K | 0.08% | 87 |
|