United Asset Strategies’s Progressive PGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,148	Closed	-$1.31M	–	243
2023 Q1	$1.31M	Sell	9,148 -464	-5%	-$66.4K	0.17%	119
2022 Q4	$1.25M	Buy	9,612 +190	+2%	+$24.6K	0.17%	109
2022 Q3	$1.1M	Buy	+9,422	New	+$1.1M	0.17%	117