Mount Yale Investment Advisors’s Progress Software PRGS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.7K Buy
+638
New +$40.7K ﹤0.01% 872
2018
Q2
Sell
-2,100
Closed -$81K 986
2018
Q1
$81K Buy
+2,100
New +$81K 0.02% 514