OAM
Optimal Asset Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.47M | Buy |
38,355
+82
| +0.2% | +$7.41K | 0.43% | 81 |
|
|
2021
Q2 | $3.76M | Hold |
38,273
| – | – | 0.45% | 71 |
|
|
2021
Q1 | $3.66M | Buy |
38,273
+17,601
| +85% | +$1.68M | 0.47% | 67 |
|
|
2020
Q4 | $2.04M | Buy |
20,672
+12
| +0.1% | +$1.19K | 0.29% | 116 |
|
|
2020
Q3 | $1.96M | Buy |
20,660
+5,791
| +39% | +$548K | 0.28% | 123 |
|
|
2020
Q2 | $1.19M | Sell |
14,869
-11,947
| -45% | -$957K | 0.19% | 175 |
|
|
2020
Q1 | $1.98K | Buy |
26,816
+11,913
| +80% | +$880 | 0.19% | 189 |
|
|
2019
Q4 | $1.08M | Buy |
+14,903
| New | +$1.08M | 0.16% | 231 |
|