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