Rowland Carmichael Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.17M | Hold |
11,871
| – | – | 0.37% | 60 |
|
|
2020
Q3 | $1.12M | Buy |
11,871
+33
| +0.3% | +$3.13K | 0.44% | 56 |
|
|
2020
Q2 | $948K | Hold |
11,838
| – | – | 0.4% | 57 |
|
|
2020
Q1 | $874K | Buy |
11,838
+69
| +0.6% | +$5.09K | 0.44% | 50 |
|
|
2019
Q4 | $852K | Sell |
11,769
-663
| -5% | -$48K | 0.29% | 98 |
|
|
2019
Q3 | $960K | Sell |
12,432
-1,626
| -12% | -$126K | 0.33% | 72 |
|
|
2019
Q2 | $1.12M | Buy |
14,058
+3,001
| +27% | +$240K | 0.39% | 51 |
|
|
2019
Q1 | $797K | Hold |
11,057
| – | – | 0.29% | 92 |
|
|
2018
Q4 | $667K | Hold |
11,057
| – | – | 0.29% | 89 |
|
|
2018
Q3 | $785K | Hold |
11,057
| – | – | 0.3% | 89 |
|
|
2018
Q2 | $654K | Hold |
11,057
| – | – | 0.28% | 95 |
|
|
2018
Q1 | $674K | Hold |
11,057
| – | – | 0.37% | 87 |
|
|
2017
Q4 | $623K | Hold |
11,057
| – | – | 0.32% | 99 |
|
|
2017
Q3 | $535K | Hold |
11,057
| – | – | 0.3% | 109 |
|
|
2017
Q2 | $488K | Hold |
11,057
| – | – | 0.28% | 115 |
|
|
2017
Q1 | $433K | Buy |
+11,057
| New | +$433K | 0.26% | 118 |
|