Liberty Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-56
| Closed | -$6K | – | 832 |
|
|
2021
Q3 | $6K | Buy |
56
+28
| +100% | +$3K | ﹤0.01% | 923 |
|
|
2021
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 874 |
|
|
2021
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 827 |
|
|
2020
Q4 | $2K | Sell |
28
-333
| -92% | -$23.8K | ﹤0.01% | 824 |
|
|
2020
Q3 | $34K | Sell |
361
-29
| -7% | -$2.73K | 0.02% | 305 |
|
|
2020
Q2 | $31K | Buy |
390
+355
| +1,014% | +$28.2K | 0.02% | 310 |
|
|
2020
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 687 |
|
|
2019
Q4 | – | Sell |
-527
| Closed | -$41K | – | 948 |
|
|
2019
Q3 | $41K | Sell |
527
-21
| -4% | -$1.63K | 0.04% | 263 |
|
|
2019
Q2 | $44K | Sell |
548
-5
| -0.9% | -$401 | 0.04% | 267 |
|
|
2019
Q1 | $39K | Buy |
553
+49
| +10% | +$3.46K | 0.03% | 234 |
|
|
2018
Q4 | $30K | Buy |
+504
| New | +$30K | 0.02% | 267 |
|