OAM
Occidental Asset Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-11,303
| Closed | -$903K | – | 155 |
|
|
2019
Q2 | $903K | Sell |
11,303
-1,914
| -14% | -$153K | 0.41% | 50 |
|
|
2019
Q1 | $953K | Buy |
13,217
+1,503
| +13% | +$108K | 0.46% | 45 |
|
|
2018
Q4 | $707K | Buy |
11,714
+452
| +4% | +$27.3K | 0.4% | 53 |
|
|
2018
Q3 | $800K | Buy |
11,262
+508
| +5% | +$36.1K | 0.4% | 58 |
|
|
2018
Q2 | $636K | Buy |
10,754
+495
| +5% | +$29.3K | 0.34% | 55 |
|
|
2018
Q1 | $625K | Hold |
10,259
| – | – | 0.34% | 52 |
|
|
2017
Q4 | $578K | Buy |
10,259
+91
| +0.9% | +$5.13K | 0.3% | 57 |
|
|
2017
Q3 | $492K | Buy |
10,168
+206
| +2% | +$9.97K | 0.27% | 66 |
|
|
2017
Q2 | $439K | Buy |
9,962
+390
| +4% | +$17.2K | 0.26% | 65 |
|
|
2017
Q1 | $375K | Buy |
9,572
+881
| +10% | +$34.5K | 0.25% | 68 |
|
|
2016
Q4 | $309K | Buy |
+8,691
| New | +$309K | 0.22% | 82 |
|