Insight Wealth Strategies’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,306
| Closed | -$1.66M | – | 146 |
|
|
2022
Q3 | $1.66M | Hold |
14,306
| – | – | 0.31% | 46 |
|
|
2022
Q2 | $1.66M | Sell |
14,306
-284
| -2% | -$33K | 0.31% | 46 |
|
|
2022
Q1 | $1.66M | Buy |
14,590
+1,605
| +12% | +$183K | 0.25% | 67 |
|
|
2021
Q4 | $1.33M | Buy |
12,985
+2,338
| +22% | +$240K | 0.19% | 83 |
|
|
2021
Q3 | $962K | Buy |
10,647
+770
| +8% | +$69.6K | 0.14% | 104 |
|
|
2021
Q2 | $970K | Buy |
9,877
+102
| +1% | +$10K | 0.14% | 102 |
|
|
2021
Q1 | $935K | Buy |
+9,775
| New | +$935K | 0.13% | 107 |
|
|
2019
Q4 | – | Sell |
-5,761
| Closed | -$445K | – | 208 |
|
|
2019
Q3 | $445K | Buy |
+5,761
| New | +$445K | 0.1% | 128 |
|