JWS
Juncture Wealth Strategies’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Hold |
1,429
| – | – | 0.14% | 86 |
|
|
2025
Q1 | $404K | Sell |
1,429
-214
| -13% | -$60.6K | 0.16% | 85 |
|
|
2024
Q4 | $394K | Buy |
1,643
+6
| +0.4% | +$1.44K | 0.15% | 86 |
|
|
2024
Q3 | $415K | Sell |
1,637
-53
| -3% | -$13.4K | 0.16% | 81 |
|
|
2024
Q2 | $351K | Hold |
1,690
| – | – | 0.15% | 78 |
|
|
2024
Q1 | $350K | Sell |
1,690
-71
| -4% | -$14.7K | 0.15% | 83 |
|
|
2023
Q4 | $280K | Sell |
1,761
-76
| -4% | -$12.1K | 0.13% | 92 |
|
|
2023
Q3 | $256K | Hold |
1,837
| – | – | 0.13% | 105 |
|
|
2023
Q2 | $243K | Sell |
1,837
-140
| -7% | -$18.5K | 0.11% | 108 |
|
|
2023
Q1 | $283K | Sell |
1,977
-85
| -4% | -$12.2K | 0.14% | 98 |
|
|
2022
Q4 | $267K | Buy |
+2,062
| New | +$267K | 0.13% | 95 |
|