V Wealth Advisors’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 |
-11,527
| Closed | -$1.53M | – | 284 |
|
|
2023
Q2 | $1.53M | Sell |
11,527
-5
| -0% | -$662 | 0.25% | 78 |
|
|
2023
Q1 | $1.65M | Sell |
11,532
-161
| -1% | -$23K | 0.31% | 74 |
|
|
2022
Q4 | $1.52M | Sell |
11,693
-9,169
| -44% | -$1.19M | 0.31% | 73 |
|
|
2022
Q3 | $2.42M | Sell |
20,862
-1,943
| -9% | -$226K | 0.49% | 39 |
|
|
2022
Q2 | $2.65M | Sell |
22,805
-259
| -1% | -$30.1K | 0.5% | 34 |
|
|
2022
Q1 | $2.63M | Sell |
23,064
-270
| -1% | -$30.8K | 0.42% | 42 |
|
|
2021
Q4 | $2.4M | Buy |
23,334
+59
| +0.3% | +$6.06K | 0.35% | 57 |
|
|
2021
Q3 | $2.1M | Buy |
23,275
+237
| +1% | +$21.4K | 0.33% | 63 |
|
|
2021
Q2 | $2.27M | Buy |
23,038
+50
| +0.2% | +$4.92K | 0.36% | 63 |
|
|
2021
Q1 | $2.2M | Sell |
22,988
-114
| -0.5% | -$10.9K | 0.4% | 54 |
|
|
2020
Q4 | $2.28M | Buy |
+23,102
| New | +$2.28M | 0.47% | 41 |
|
|
2020
Q3 | – | Sell |
-22,702
| Closed | -$1.82M | – | 286 |
|
|
2020
Q2 | $1.82M | Sell |
22,702
-2,518
| -10% | -$202K | 0.47% | 43 |
|
|
2020
Q1 | $1.86M | Buy |
25,220
+131
| +0.5% | +$9.67K | 0.58% | 28 |
|
|
2019
Q4 | $1.94M | Hold |
25,089
| – | – | 0.69% | 31 |
|
|
2019
Q3 | $1.94M | Sell |
25,089
-162
| -0.6% | -$12.5K | 0.69% | 31 |
|
|
2019
Q2 | $2.02M | Sell |
25,251
-899
| -3% | -$71.8K | 0.77% | 27 |
|
|
2019
Q1 | $1.96M | Sell |
26,150
-1
| -0% | -$75 | 0.79% | 31 |
|
|
2018
Q4 | $1.59M | Buy |
26,151
+309
| +1% | +$18.7K | 0.81% | 35 |
|
|
2018
Q3 | $1.84M | Buy |
25,842
+884
| +4% | +$62.9K | 0.85% | 32 |
|
|
2018
Q2 | $1.49M | Buy |
+24,958
| New | +$1.49M | 0.83% | 36 |
|
|
2017
Q3 | – | Sell |
-341
| Closed | -$15K | – | 566 |
|
|
2017
Q2 | $15K | Buy |
+341
| New | +$15K | 0.01% | 498 |
|