SWA
Sutton Wealth Advisors’s Progress Software PRGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-904
| Closed | -$45.6K | – | 1378 |
|
|
2022
Q4 | $45.6K | Hold |
904
| – | – | 0.02% | 415 |
|
|
2022
Q3 | $38.5K | Hold |
904
| – | – | 0.02% | 445 |
|
|
2022
Q2 | $41K | Hold |
904
| – | – | 0.02% | 436 |
|
|
2022
Q1 | $42.6K | Sell |
904
-6
| -0.7% | -$283 | 0.01% | 454 |
|
|
2021
Q4 | $43.9K | Buy |
910
+11
| +1% | +$531 | 0.01% | 459 |
|
|
2021
Q3 | $44.2K | Hold |
899
| – | – | 0.02% | 428 |
|
|
2021
Q2 | $41.6K | Hold |
899
| – | – | 0.02% | 458 |
|
|
2021
Q1 | $39.6K | Hold |
899
| – | – | 0.02% | 455 |
|
|
2020
Q4 | $40.6K | Hold |
899
| – | – | 0.02% | 415 |
|
|
2020
Q3 | $33K | Hold |
899
| – | – | 0.02% | 407 |
|
|
2020
Q2 | $34.8K | Hold |
899
| – | – | 0.02% | 383 |
|
|
2020
Q1 | $28.8K | Hold |
899
| – | – | 0.02% | 379 |
|
|
2019
Q4 | $37.4K | Hold |
899
| – | – | 0.02% | 394 |
|
|
2019
Q3 | $34.2K | Hold |
899
| – | – | 0.02% | 409 |
|
|
2019
Q2 | $39.2K | Hold |
899
| – | – | 0.02% | 364 |
|
|
2019
Q1 | $39.9K | Hold |
899
| – | – | 0.02% | 366 |
|
|
2018
Q4 | $31.9K | Buy |
899
+402
| +81% | +$14.3K | 0.02% | 375 |
|
|
2018
Q3 | $17.5K | Hold |
497
| – | – | 0.01% | 639 |
|
|
2018
Q2 | $19.3K | Hold |
497
| – | – | 0.01% | 604 |
|
|
2018
Q1 | $19.1K | Hold |
497
| – | – | 0.01% | 585 |
|
|
2017
Q4 | $21.2K | Hold |
497
| – | – | 0.02% | 539 |
|
|
2017
Q3 | $19K | Hold |
497
| – | – | 0.01% | 567 |
|
|
2017
Q2 | $15.4K | Hold |
497
| – | – | 0.01% | 622 |
|
|
2017
Q1 | $14.4K | Hold |
497
| – | – | 0.01% | 622 |
|
|
2016
Q4 | $15.9K | Hold |
497
| – | – | 0.01% | 570 |
|
|
2016
Q3 | $13.5K | Hold |
497
| – | – | 0.01% | 577 |
|
|
2016
Q2 | $13.6K | Buy |
497
+329
| +196% | +$9.04K | 0.01% | 553 |
|
|
2016
Q1 | $4.05K | Buy |
+168
| New | +$4.05K | ﹤0.01% | 801 |
|