Kanaly Trust’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-33,338
| Closed | -$900K | – | 723 |
|
|
2014
Q4 | $900K | Sell |
33,338
-1,172
| -3% | -$31.6K | 0.18% | 65 |
|
|
2014
Q3 | $872K | Sell |
34,510
-888
| -3% | -$22.4K | 0.17% | 69 |
|
|
2014
Q2 | $898K | Sell |
35,398
-10,220
| -22% | -$259K | 0.16% | 76 |
|
|
2014
Q1 | $1.11M | Buy |
45,618
+1,077
| +2% | +$26.1K | 0.21% | 59 |
|
|
2013
Q4 | $1.22M | Buy |
+44,541
| New | +$1.22M | 0.24% | 55 |
|