LWA
Lenox Wealth Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $18K | Buy |
154
+2
| +1% | +$234 | ﹤0.01% | 395 |
|
|
2021
Q4 | $16K | Buy |
152
+17
| +13% | +$1.79K | ﹤0.01% | 439 |
|
|
2021
Q3 | $12K | Hold |
135
| – | – | ﹤0.01% | 447 |
|
|
2021
Q2 | $13K | Buy |
+135
| New | +$13K | ﹤0.01% | 428 |
|
|
2019
Q3 | – | Sell |
-94
| Closed | -$8K | – | 635 |
|
|
2019
Q2 | $8K | Hold |
94
| – | – | ﹤0.01% | 294 |
|
|
2019
Q1 | $7K | Hold |
94
| – | – | ﹤0.01% | 314 |
|
|
2018
Q4 | $6K | Hold |
94
| – | – | ﹤0.01% | 286 |
|
|
2018
Q3 | $7K | Sell |
94
-98
| -51% | -$7.3K | ﹤0.01% | 295 |
|
|
2018
Q2 | $11K | Sell |
192
-61
| -24% | -$3.5K | ﹤0.01% | 343 |
|
|
2018
Q1 | $15K | Buy |
253
+192
| +315% | +$11.4K | ﹤0.01% | 305 |
|
|
2017
Q4 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 293 |
|