PWAG
Polaris Wealth Advisory Group’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-51,034
| Closed | -$7.3M | – | 184 |
|
|
2023
Q1 | $7.3M | Sell |
51,034
-1,945
| -4% | -$278K | 0.54% | 60 |
|
|
2022
Q4 | $7.01M | Sell |
52,979
-1,660
| -3% | -$220K | 0.52% | 60 |
|
|
2022
Q3 | $6.76M | Sell |
54,639
-10,005
| -15% | -$1.24M | 0.56% | 54 |
|
|
2022
Q2 | $7.52M | Sell |
64,644
-16,961
| -21% | -$1.97M | 0.6% | 45 |
|
|
2022
Q1 | $9.75M | Buy |
81,605
+224
| +0.3% | +$26.8K | 0.65% | 48 |
|
|
2021
Q4 | $8.35M | Buy |
+81,381
| New | +$8.35M | 0.48% | 68 |
|
|
2021
Q2 | – | Sell |
-6,282
| Closed | -$601K | – | 197 |
|
|
2021
Q1 | $601K | Buy |
+6,282
| New | +$601K | 0.04% | 116 |
|
|
2020
Q2 | – | Sell |
-63,551
| Closed | -$4.69M | – | 158 |
|
|
2020
Q1 | $4.69M | Buy |
+63,551
| New | +$4.69M | 0.51% | 41 |
|
|
2019
Q3 | – | Sell |
-305,449
| Closed | -$25M | – | 176 |
|
|
2019
Q2 | $25M | Sell |
305,449
-12,359
| -4% | -$1.01M | 1.89% | 21 |
|
|
2019
Q1 | $23.1M | Buy |
+317,808
| New | +$23.1M | 1.74% | 26 |
|