Heritage Wealth Management (Arizona)’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $7K | Buy |
+54
| New | +$7K | ﹤0.01% | 825 |
|
|
2022
Q2 | – | Sell |
-18
| Closed | -$2K | – | 1041 |
|
|
2022
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 905 |
|
|
2021
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 785 |
|
|
2021
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 783 |
|
|
2021
Q1 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 667 |
|