TCI Wealth Advisors’s Progress Software PRGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-337
| Closed | -$19.4K | – | 1703 |
|
|
2023
Q1 | $19.4K | Buy |
337
+1
| +0.3% | +$56 | ﹤0.01% | 723 |
|
|
2022
Q4 | $17K | Hold |
336
| – | – | ﹤0.01% | 776 |
|
|
2022
Q3 | $14K | Buy |
336
+2
| +0.6% | +$92 | ﹤0.01% | 836 |
|
|
2022
Q2 | $15K | Hold |
334
| – | – | ﹤0.01% | 771 |
|
|
2022
Q1 | $16K | Sell |
334
-1
| -0.3% | -$45 | ﹤0.01% | 804 |
|
|
2021
Q4 | $16K | Buy |
335
+11
| +3% | +$548 | ﹤0.01% | 832 |
|
|
2021
Q3 | $16K | Buy |
324
+57
| +21% | +$2.62K | ﹤0.01% | 793 |
|
|
2021
Q2 | $12K | Buy |
267
+60
| +29% | +$2.72K | ﹤0.01% | 865 |
|
|
2021
Q1 | $9K | Hold |
207
| – | – | ﹤0.01% | 934 |
|
|
2020
Q4 | $9K | Hold |
207
| – | – | ﹤0.01% | 683 |
|
|
2020
Q3 | $8K | Hold |
207
| – | – | ﹤0.01% | 641 |
|
|
2020
Q2 | $8K | Sell |
207
-29
| -12% | -$1.1K | ﹤0.01% | 630 |
|
|
2020
Q1 | $8K | Sell |
236
-72
| -23% | -$2.9K | ﹤0.01% | 622 |
|
|
2019
Q4 | $13K | Hold |
308
| – | – | 0.01% | 656 |
|
|
2019
Q3 | $12K | Hold |
308
| – | – | 0.01% | 597 |
|
|
2019
Q2 | $13K | Sell |
308
-79
| -20% | -$3.42K | 0.01% | 571 |
|
|
2019
Q1 | $17K | Hold |
387
| – | – | 0.01% | 525 |
|
|
2018
Q4 | $14K | Hold |
387
| – | – | 0.01% | 548 |
|
|
2018
Q3 | $14K | Hold |
387
| – | – | 0.01% | 578 |
|
|
2018
Q2 | $15K | Hold |
387
| – | – | 0.01% | 557 |
|
|
2018
Q1 | $15K | Hold |
387
| – | – | 0.01% | 547 |
|
|
2017
Q4 | $16K | Hold |
387
| – | – | 0.01% | 534 |
|
|
2017
Q3 | $15K | Hold |
387
| – | – | 0.01% | 522 |
|
|
2017
Q2 | $12K | Hold |
387
| – | – | 0.01% | 561 |
|
|
2017
Q1 | $11K | Hold |
387
| – | – | 0.01% | 566 |
|
|
2016
Q4 | $12K | Hold |
387
| – | – | 0.01% | 589 |
|
|
2016
Q3 | $11K | Hold |
387
| – | – | 0.01% | 556 |
|
|
2016
Q2 | $11K | Hold |
387
| – | – | 0.01% | 552 |
|
|
2016
Q1 | $9K | Hold |
387
| – | – | 0.01% | 611 |
|
|
2015
Q4 | $9K | Buy |
+387
| New | +$9.24K | 0.01% | 610 |
|
Other funds holding PRGS
BTW
