Walled Lake Planning & Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-462
| Closed | -$42K | – | 257 |
|
|
2021
Q3 | $42K | Buy |
462
+1
| +0.2% | +$91 | 0.03% | 172 |
|
|
2021
Q2 | $45K | Hold |
461
| – | – | 0.03% | 157 |
|
|
2021
Q1 | $44K | Buy |
461
+11
| +2% | +$1.05K | 0.03% | 151 |
|
|
2020
Q4 | $45K | Hold |
450
| – | – | 0.03% | 139 |
|
|
2020
Q3 | $43K | Hold |
450
| – | – | 0.03% | 133 |
|
|
2020
Q2 | $36K | Buy |
450
+1
| +0.2% | +$80 | 0.03% | 126 |
|
|
2020
Q1 | $33K | Buy |
449
+7
| +2% | +$514 | 0.03% | 125 |
|
|
2019
Q4 | $32K | Buy |
+442
| New | +$32K | 0.02% | 135 |
|