TFO Wealth Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7
| Closed | -$1.45K | – | 576 |
|
|
2024
Q1 | $1.45K | Sell |
7
-4
| -36% | -$827 | ﹤0.01% | 131 |
|
|
2023
Q4 | $1.75K | Hold |
11
| – | – | ﹤0.01% | 142 |
|
|
2023
Q3 | $1.46K | Buy |
11
+4
| +57% | +$529 | ﹤0.01% | 228 |
|
|
2023
Q2 | $927 | Hold |
7
| – | – | ﹤0.01% | 209 |
|
|
2023
Q1 | $1K | Buy |
7
+6
| +600% | +$858 | ﹤0.01% | 169 |
|
|
2022
Q4 | $50 | Buy |
+1
| New | +$50 | ﹤0.01% | 854 |
|
|
2022
Q3 | – | Sell |
-6
| Closed | -$1K | – | 397 |
|
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 450 |
|
|
2020
Q4 | – | Sell |
-2,540
| Closed | -$240K | – | 147 |
|
|
2020
Q3 | $240K | Hold |
2,540
| – | – | 0.09% | 29 |
|
|
2020
Q2 | $203K | Hold |
2,540
| – | – | 0.08% | 31 |
|
|
2020
Q1 | $187K | Hold |
2,540
| – | – | 0.08% | 33 |
|
|
2019
Q4 | $183K | Buy |
+2,540
| New | +$183K | 0.17% | 31 |
|