SWM
Sugarloaf Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.83M | Sell |
15,965
-2,776
| -15% | -$665K | 0.72% | 25 |
|
|
2024
Q3 | $4.76M | Sell |
18,741
-352
| -2% | -$89.3K | 0.9% | 17 |
|
|
2024
Q2 | $3.97M | Sell |
19,093
-52
| -0.3% | -$10.8K | 0.8% | 21 |
|
|
2024
Q1 | $3.96M | Buy |
19,145
+303
| +2% | +$62.7K | 0.82% | 18 |
|
|
2023
Q4 | $3M | Buy |
18,842
+390
| +2% | +$62.1K | 0.72% | 29 |
|
|
2023
Q3 | $2.57M | Buy |
18,452
+598
| +3% | +$83.3K | 0.65% | 31 |
|
|
2023
Q2 | $2.36M | Buy |
17,854
+1,885
| +12% | +$250K | 0.55% | 31 |
|
|
2023
Q1 | $2.28M | Buy |
+15,969
| New | +$2.28M | 0.56% | 31 |
|