SWS
SYSTM Wealth Solutions’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.02K | Sell |
4
-10,799
| -100% | -$2.74M | 0.03% | 76 |
|
|
2024
Q2 | $2.24M | Sell |
10,803
-17,395
| -62% | -$3.61M | 0.5% | 70 |
|
|
2024
Q1 | $5.83M | Buy |
28,198
+474
| +2% | +$98K | 0.74% | 30 |
|
|
2023
Q4 | $4.42M | Buy |
27,724
+1,438
| +5% | +$229K | 0.61% | 39 |
|
|
2023
Q3 | $3.66M | Sell |
26,286
-2,622
| -9% | -$365K | 0.56% | 45 |
|
|
2023
Q2 | $3.83M | Buy |
28,908
+333
| +1% | +$44.1K | 0.52% | 45 |
|
|
2023
Q1 | $4.09M | Sell |
28,575
-438
| -2% | -$62.7K | 0.63% | 34 |
|
|
2022
Q4 | $3.76M | Buy |
+29,013
| New | +$3.76M | 0.47% | 55 |
|