HighMark Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-80
| Closed | -$8K | – | 522 |
|
|
2021
Q1 | $8K | Sell |
80
-29
| -27% | -$2.9K | 0.01% | 276 |
|
|
2020
Q4 | $11K | Hold |
109
| – | – | 0.01% | 219 |
|
|
2020
Q3 | $10K | Hold |
109
| – | – | 0.01% | 227 |
|
|
2020
Q2 | $9K | Sell |
109
-94
| -46% | -$7.76K | 0.01% | 223 |
|
|
2020
Q1 | $14K | Sell |
203
-78
| -28% | -$5.38K | 0.02% | 136 |
|
|
2019
Q4 | $20K | Buy |
+281
| New | +$20K | 0.02% | 130 |
|