ProVise Management Group’s Progressive PGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,779	Closed	-$283K	–	330
2023 Q4	$283K	Buy	1,779 +6	+0.3%	+$956	0.02%	288
2023 Q3	$247K	Buy	1,773 +258	+17%	+$35.9K	0.02%	294
2023 Q2	$201K	Buy	+1,515	New	+$201K	0.02%	327