TRUE Private Wealth Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-995
| Closed | -$207K | – | 264 |
|
|
2024
Q2 | $207K | Sell |
995
-103
| -9% | -$21.4K | 0.02% | 267 |
|
|
2024
Q1 | $227K | Buy |
+1,098
| New | +$227K | 0.03% | 258 |
|
|
2021
Q1 | – | Sell |
-39
| Closed | -$3K | – | 567 |
|
|
2020
Q4 | $3K | Hold |
39
| – | – | ﹤0.01% | 637 |
|
|
2020
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 602 |
|
|
2020
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 600 |
|
|
2020
Q1 | $2K | Sell |
39
-3,609
| -99% | -$185K | ﹤0.01% | 610 |
|
|
2019
Q4 | $264K | Sell |
3,648
-523
| -13% | -$37.8K | 0.04% | 187 |
|
|
2019
Q3 | $322K | Sell |
4,171
-83
| -2% | -$6.41K | 0.06% | 154 |
|
|
2019
Q2 | $340K | Buy |
4,254
+144
| +4% | +$11.5K | 0.06% | 146 |
|
|
2019
Q1 | $296K | Sell |
4,110
-185
| -4% | -$13.3K | 0.06% | 154 |
|
|
2018
Q4 | $259K | Sell |
4,295
-59
| -1% | -$3.56K | 0.05% | 194 |
|
|
2018
Q3 | $309K | Buy |
4,354
+15
| +0.3% | +$1.07K | 0.04% | 214 |
|
|
2018
Q2 | $256K | Sell |
4,339
-277
| -6% | -$16.3K | 0.04% | 232 |
|
|
2018
Q1 | $281K | Buy |
4,616
+63
| +1% | +$3.84K | 0.05% | 189 |
|
|
2017
Q4 | $256K | Hold |
4,553
| – | – | 0.04% | 193 |
|
|
2017
Q3 | $220K | Hold |
4,553
| – | – | 0.05% | 141 |
|
|
2017
Q2 | $200K | Buy |
+4,553
| New | +$200K | 0.05% | 144 |
|