Palisades Hudson Asset Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,973
| Closed | -$240K | – | 109 |
|
|
2018
Q4 | $240K | Sell |
3,973
-1,064
| -21% | -$64.3K | 0.14% | 94 |
|
|
2018
Q3 | $358K | Hold |
5,037
| – | – | 0.18% | 74 |
|
|
2018
Q2 | $298K | Hold |
5,037
| – | – | 0.16% | 86 |
|
|
2018
Q1 | $307K | Hold |
5,037
| – | – | 0.17% | 85 |
|
|
2017
Q4 | $284K | Hold |
5,037
| – | – | 0.16% | 88 |
|
|
2017
Q3 | $244K | Hold |
5,037
| – | – | 0.14% | 96 |
|
|
2017
Q2 | $222K | Buy |
+5,037
| New | +$222K | 0.13% | 104 |
|