Kingsview Wealth Management’s Progress Software PRGS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-25,370
| Closed | -$1.38M | – | 1053 |
|
2023
Q4 | $1.38M | Buy |
25,370
+16,752
| +194% | +$910K | 0.04% | 373 |
|
2023
Q3 | $453K | Sell |
8,618
-24,769
| -74% | -$1.3M | 0.02% | 640 |
|
2023
Q2 | $1.94M | Buy |
+33,387
| New | +$1.94M | 0.08% | 252 |
|
2022
Q1 | – | Sell |
-20,655
| Closed | -$997K | – | 932 |
|
2021
Q4 | $997K | Buy |
+20,655
| New | +$997K | 0.04% | 402 |
|