Security National Trust’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $59K | Hold |
600
| – | – | 0.01% | 250 |
|
|
2021
Q2 | $59K | Hold |
600
| – | – | 0.01% | 259 |
|
|
2021
Q1 | $57K | Hold |
600
| – | – | 0.01% | 256 |
|
|
2020
Q4 | $59K | Hold |
600
| – | – | 0.01% | 249 |
|
|
2020
Q3 | $57K | Buy |
+600
| New | +$57K | 0.02% | 243 |
|
|
2020
Q2 | – | Sell |
-414
| Closed | -$31K | – | 459 |
|
|
2020
Q1 | $31K | Buy |
+414
| New | +$31K | 0.01% | 274 |
|
|
2016
Q1 | – | Sell |
-15
| Closed | – | – | 478 |
|
|
2015
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 496 |
|