Tilia Fiduciary Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-483
| Closed | -$63.9K | – | 365 |
|
|
2023
Q2 | $63.9K | Hold |
483
| – | – | 0.06% | 181 |
|
|
2023
Q1 | $69.1K | Hold |
483
| – | – | 0.07% | 177 |
|
|
2022
Q4 | $62.6K | Sell |
483
-35
| -7% | -$4.54K | 0.06% | 182 |
|
|
2022
Q3 | $64K | Hold |
518
| – | – | 0.06% | 173 |
|
|
2022
Q2 | $61K | Sell |
518
-91
| -15% | -$10.7K | 0.06% | 187 |
|
|
2022
Q1 | $69K | Hold |
609
| – | – | 0.06% | 191 |
|
|
2021
Q4 | $62K | Buy |
+609
| New | +$62K | 0.05% | 201 |
|