One Wealth Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,947
| Closed | -$382K | – | 484 |
|
|
2022
Q4 | $382K | Buy |
+2,947
| New | +$382K | 0.09% | 116 |
|
|
2022
Q3 | – | Sell |
-3,986
| Closed | -$463K | – | 203 |
|
|
2022
Q2 | $463K | Sell |
3,986
-1,253
| -24% | -$146K | 0.12% | 96 |
|
|
2022
Q1 | $597K | Buy |
5,239
+1,173
| +29% | +$134K | 0.15% | 77 |
|
|
2021
Q4 | $417K | Sell |
4,066
-1,110
| -21% | -$114K | 0.11% | 100 |
|
|
2021
Q3 | $468K | Sell |
5,176
-72
| -1% | -$6.51K | 0.14% | 100 |
|
|
2021
Q2 | $515K | Buy |
5,248
+1,039
| +25% | +$102K | 0.16% | 76 |
|
|
2021
Q1 | $402K | Buy |
4,209
+1,523
| +57% | +$145K | 0.15% | 79 |
|
|
2020
Q4 | $266K | Buy |
+2,686
| New | +$266K | 0.14% | 93 |
|
|
2018
Q2 | – | Sell |
-6,201
| Closed | -$378K | – | 591 |
|
|
2018
Q1 | $378K | Sell |
6,201
-145
| -2% | -$8.84K | 0.33% | 50 |
|
|
2017
Q4 | $357K | Buy |
+6,346
| New | +$357K | 0.29% | 53 |
|