TrueWealth LLC’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $31K | Hold |
388
| – | – | 0.01% | 330 |
|
|
2020
Q1 | $29K | Sell |
388
-100
| -20% | -$7.47K | 0.01% | 311 |
|
|
2019
Q4 | $35K | Buy |
488
+42
| +9% | +$3.01K | 0.01% | 309 |
|
|
2019
Q3 | $34K | Hold |
446
| – | – | 0.01% | 303 |
|
|
2019
Q2 | $36K | Buy |
446
+100
| +29% | +$8.07K | 0.02% | 307 |
|
|
2019
Q1 | $25K | Hold |
346
| – | – | 0.01% | 343 |
|
|
2018
Q4 | $21K | Hold |
346
| – | – | 0.01% | 355 |
|
|
2018
Q3 | $25K | Sell |
346
-527
| -60% | -$38.1K | 0.01% | 360 |
|
|
2018
Q2 | $52K | Buy |
873
+550
| +170% | +$32.8K | 0.02% | 263 |
|
|
2018
Q1 | $20K | Sell |
323
-270
| -46% | -$16.7K | 0.01% | 360 |
|
|
2017
Q4 | $33K | Buy |
+593
| New | +$33K | 0.02% | 339 |
|