Simplicity Solutions’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.85M | Buy |
11,607
+269
| +2% | +$42.8K | 0.05% | 310 |
|
|
2023
Q3 | $1.58M | Sell |
11,338
-811
| -7% | -$113K | 0.05% | 326 |
|
|
2023
Q2 | $1.61M | Buy |
12,149
+1,161
| +11% | +$154K | 0.04% | 365 |
|
|
2023
Q1 | $1.57M | Buy |
10,988
+4,888
| +80% | +$699K | 0.04% | 364 |
|
|
2022
Q4 | $791K | Buy |
6,100
+69
| +1% | +$8.95K | 0.11% | 243 |
|
|
2022
Q3 | $701K | Buy |
6,031
+1,085
| +22% | +$126K | 0.1% | 246 |
|
|
2022
Q2 | $575K | Buy |
4,946
+536
| +12% | +$62.3K | 0.07% | 279 |
|
|
2022
Q1 | $503K | Sell |
4,410
-2,162
| -33% | -$247K | 0.06% | 304 |
|
|
2021
Q4 | $674K | Buy |
6,572
+3,252
| +98% | +$334K | 0.08% | 317 |
|
|
2021
Q3 | $300K | Sell |
3,320
-2,749
| -45% | -$248K | 0.05% | 437 |
|
|
2021
Q2 | $597K | Buy |
6,069
+353
| +6% | +$34.7K | 0.12% | 188 |
|
|
2021
Q1 | $546K | Sell |
5,716
-7,020
| -55% | -$671K | 0.12% | 182 |
|
|
2020
Q4 | $1.26M | Sell |
12,736
-223
| -2% | -$22K | 0.02% | 487 |
|
|
2020
Q3 | $1.23M | Sell |
12,959
-5,858
| -31% | -$555K | 0.02% | 435 |
|
|
2020
Q2 | $1.51M | Buy |
18,817
+3,364
| +22% | +$270K | 0.03% | 362 |
|
|
2020
Q1 | $1.14M | Buy |
+15,453
| New | +$1.14M | 0.04% | 319 |
|
|
2019
Q2 | – | Sell |
-7,199
| Closed | -$519K | – | 808 |
|
|
2019
Q1 | $519K | Buy |
7,199
+1,009
| +16% | +$72.7K | 0.03% | 391 |
|
|
2018
Q4 | $373K | Buy |
+6,190
| New | +$373K | 0.05% | 380 |
|