WealthShield Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-691
| Closed | -$489K | – | 364 |
|
|
2021
Q4 | $489K | Buy |
+691
| New | +$489K | 0.08% | 195 |
|
|
2021
Q3 | – | Sell |
-430
| Closed | -$42K | – | 587 |
|
|
2021
Q2 | $42K | Hold |
430
| – | – | 0.01% | 510 |
|
|
2021
Q1 | $41K | Sell |
430
-2,550
| -86% | -$243K | 0.01% | 490 |
|
|
2020
Q4 | $295K | Buy |
2,980
+79
| +3% | +$7.82K | 0.05% | 238 |
|
|
2020
Q3 | $275K | Hold |
2,901
| – | – | 0.1% | 201 |
|
|
2020
Q2 | $232K | Buy |
+2,901
| New | +$232K | 0.11% | 184 |
|