Mid Atlantic Financial Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-2,480
| Closed | -$244K | – | 947 |
|
2021
Q2 | $244K | Sell |
2,480
-111
| -4% | -$10.9K | 0.02% | 750 |
|
2021
Q1 | $248K | Sell |
2,591
-486
| -16% | -$46.5K | 0.02% | 700 |
|
2020
Q4 | $304K | Sell |
3,077
-211
| -6% | -$20.8K | 0.02% | 570 |
|
2020
Q3 | $297K | Sell |
3,288
-112
| -3% | -$10.1K | 0.03% | 517 |
|
2020
Q2 | $272K | Hold |
3,400
| – | – | 0.03% | 517 |
|
2020
Q1 | $251K | Buy |
3,400
+406
| +14% | +$30K | 0.03% | 499 |
|
2019
Q4 | $217K | Buy |
+2,994
| New | +$217K | 0.02% | 620 |
|
2019
Q2 | – | Sell |
-3,290
| Closed | -$237K | – | 759 |
|
2019
Q1 | $237K | Sell |
3,290
-586
| -15% | -$42.2K | 0.03% | 579 |
|
2018
Q4 | $234K | Buy |
+3,876
| New | +$234K | 0.03% | 543 |
|