Institute for Wealth Management’s Progressive PGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-3,316	Closed	-$265K	–	459
2019 Q2	$265K	Buy	3,316 +2,242	+209%	+$179K	0.06%	379
2019 Q1	$229K	Buy	+1,074	New	+$229K	0.05%	389
2018 Q1	–	Sell	-21,109	Closed	-$1.19M	–	359
2017 Q4	$1.19M	Buy	+21,109	New	+$1.19M	0.27%	114