Sendero Wealth Management’s Progressive PGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,630	Closed	-$422K	–	108
2022 Q2	$422K	Sell	3,630 -1,038	-22%	-$121K	0.4%	62
2022 Q1	$532K	Sell	4,668 -39	-0.8%	-$4.45K	0.25%	45
2021 Q4	$483K	Buy	+4,707	New	+$483K	0.21%	58