Lifeworks Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,239
| Closed | -$429K | – | 190 |
|
|
2023
Q2 | $429K | Buy |
3,239
+1,171
| +57% | +$155K | 0.18% | 112 |
|
|
2023
Q1 | $296K | Buy |
+2,068
| New | +$296K | 0.14% | 119 |
|
|
2022
Q4 | – | Sell |
-1,928
| Closed | -$248K | – | 120 |
|
|
2022
Q3 | $248K | Buy |
+1,928
| New | +$248K | 0.14% | 114 |
|