JFS Wealth Advisors’s Progress Software PRGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98K | Buy |
31
+7
| +29% | +$447 | ﹤0.01% | 1392 |
|
|
2025
Q1 | $1.24K | Hold |
24
| – | – | ﹤0.01% | 1607 |
|
|
2024
Q4 | $1.56K | Hold |
24
| – | – | ﹤0.01% | 1563 |
|
|
2024
Q3 | $1.62K | Buy |
24
+1
| +4% | +$67 | ﹤0.01% | 1569 |
|
|
2024
Q2 | $1.25K | Sell |
23
-7
| -23% | -$380 | ﹤0.01% | 1615 |
|
|
2024
Q1 | $1.6K | Hold |
30
| – | – | ﹤0.01% | 1521 |
|
|
2023
Q4 | $1.63K | Buy |
30
+2
| +7% | +$109 | ﹤0.01% | 1514 |
|
|
2023
Q3 | $1.47K | Buy |
28
+1
| +4% | +$53 | ﹤0.01% | 1477 |
|
|
2023
Q2 | $1.57K | Sell |
27
-6
| -18% | -$349 | ﹤0.01% | 1473 |
|
|
2023
Q1 | $1.9K | Buy |
33
+6
| +22% | +$345 | ﹤0.01% | 1390 |
|
|
2022
Q4 | $1.36K | Buy |
27
+8
| +42% | +$404 | ﹤0.01% | 1512 |
|
|
2022
Q3 | $1K | Sell |
19
-20
| -51% | -$1.05K | ﹤0.01% | 1622 |
|
|
2022
Q2 | $2K | Buy |
39
+18
| +86% | +$923 | ﹤0.01% | 1371 |
|
|
2022
Q1 | $1K | Buy |
21
+12
| +133% | +$571 | ﹤0.01% | 1708 |
|
|
2021
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1840 |
|