Modera Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,848
| Closed | -$257K | – | 544 |
|
|
2023
Q3 | $257K | Sell |
1,848
-426
| -19% | -$59.3K | ﹤0.01% | 480 |
|
|
2023
Q2 | $301K | Buy |
+2,274
| New | +$301K | 0.01% | 467 |
|
|
2022
Q1 | – | Sell |
-5,085
| Closed | -$522K | – | 529 |
|
|
2021
Q4 | $522K | Buy |
+5,085
| New | +$522K | 0.02% | 267 |
|
|
2021
Q1 | – | Sell |
-3,086
| Closed | -$305K | – | 244 |
|
|
2020
Q4 | $305K | Buy |
+3,086
| New | +$305K | 0.02% | 178 |
|