IWA
IBEX Wealth Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Buy |
18,029
+5,546
| +44% | +$1.48M | 0.51% | 65 |
|
|
2025
Q1 | $3.53M | Buy |
+12,483
| New | +$3.53M | 0.47% | 67 |
|
|
2024
Q3 | – | Sell |
-91
| Closed | -$18.9K | – | 225 |
|
|
2024
Q2 | $18.9K | Buy |
+91
| New | +$18.9K | ﹤0.01% | 199 |
|
|
2022
Q2 | – | Sell |
-11,427
| Closed | -$1.3M | – | 176 |
|
|
2022
Q1 | $1.3M | Sell |
11,427
-207
| -2% | -$23.6K | 0.25% | 95 |
|
|
2021
Q4 | $1.19M | Sell |
11,634
-939
| -7% | -$96.4K | 0.21% | 106 |
|
|
2021
Q3 | $1.14M | Sell |
12,573
-1,976
| -14% | -$179K | 0.22% | 106 |
|
|
2021
Q2 | $1.43M | Buy |
14,549
+9
| +0.1% | +$884 | 0.29% | 101 |
|
|
2021
Q1 | $1.39M | Buy |
14,540
+61
| +0.4% | +$5.83K | 0.34% | 89 |
|
|
2020
Q4 | $1.43M | Buy |
14,479
+122
| +0.8% | +$12.1K | 0.37% | 83 |
|
|
2020
Q3 | $1.36M | Buy |
14,357
+10
| +0.1% | +$947 | 0.39% | 77 |
|
|
2020
Q2 | $1.15M | Sell |
14,347
-257
| -2% | -$20.6K | 0.37% | 80 |
|
|
2020
Q1 | $1.08M | Buy |
14,604
+198
| +1% | +$14.6K | 0.42% | 75 |
|
|
2019
Q4 | $1.04M | Buy |
+14,406
| New | +$1.04M | 0.32% | 83 |
|
|
2019
Q3 | – | Sell |
-40,761
| Closed | -$3.26M | – | 278 |
|
|
2019
Q2 | $3.26M | Buy |
40,761
+3,655
| +10% | +$292K | 0.94% | 38 |
|
|
2019
Q1 | $2.68M | Buy |
37,106
+5,007
| +16% | +$361K | 0.94% | 40 |
|
|
2018
Q4 | $1.94M | Sell |
32,099
-28,191
| -47% | -$1.7M | 0.88% | 41 |
|
|
2018
Q3 | $4.26M | Buy |
+60,290
| New | +$4.26M | 1.53% | 23 |
|
|
2018
Q1 | – | Sell |
-5,140
| Closed | -$286K | – | 115 |
|
|
2017
Q4 | $286K | Hold |
5,140
| – | – | 0.13% | 83 |
|
|
2017
Q3 | $254K | Hold |
5,140
| – | – | 0.09% | 116 |
|
|
2017
Q2 | $231K | Buy |
+5,140
| New | +$231K | 0.09% | 119 |
|
|
2017
Q1 | – | Sell |
-5,170
| Closed | -$189K | – | 295 |
|
|
2016
Q4 | $189K | Buy |
+5,170
| New | +$189K | 0.09% | 114 |
|