Icon Wealth Advisors’s Progyny PGNY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-6,952
| Closed | -$196K | – | 492 |
|
2024
Q2 | $196K | Sell |
6,952
-1,416
| -17% | -$39.9K | 0.02% | 335 |
|
2024
Q1 | $319K | Sell |
8,368
-369
| -4% | -$14.1K | 0.03% | 270 |
|
2023
Q4 | $325K | Buy |
+8,737
| New | +$325K | 0.03% | 253 |
|
2022
Q4 | $256K | Sell |
8,228
-341
| -4% | -$10.6K | 0.03% | 275 |
|
2022
Q3 | $318K | Buy |
+8,569
| New | +$318K | 0.04% | 237 |
|