Wealthspire Advisors (Maryland)’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $577K | Sell |
6,097
-2,724
| -31% | -$258K | 0.02% | 242 |
|
|
2020
Q2 | $707K | Buy |
8,821
+298
| +3% | +$23.9K | 0.05% | 202 |
|
|
2020
Q1 | $629K | Buy |
8,523
+50
| +0.6% | +$3.69K | 0.05% | 205 |
|
|
2019
Q4 | $613K | Buy |
8,473
+797
| +10% | +$57.7K | 0.04% | 239 |
|
|
2019
Q3 | $593K | Buy |
7,676
+102
| +1% | +$7.88K | 0.04% | 231 |
|
|
2019
Q2 | $605K | Sell |
7,574
-116
| -2% | -$9.27K | 0.05% | 224 |
|
|
2019
Q1 | $554K | Sell |
7,690
-124
| -2% | -$8.93K | 0.04% | 239 |
|
|
2018
Q4 | $471K | Sell |
7,814
-148
| -2% | -$8.92K | 0.04% | 232 |
|
|
2018
Q3 | $566K | Sell |
7,962
-306
| -4% | -$21.8K | 0.05% | 224 |
|
|
2018
Q2 | $489K | Buy |
8,268
+12
| +0.1% | +$710 | 0.04% | 242 |
|
|
2018
Q1 | $503K | Sell |
8,256
-330
| -4% | -$20.1K | 0.05% | 244 |
|
|
2017
Q4 | $484K | Buy |
8,586
+537
| +7% | +$30.3K | 0.05% | 255 |
|
|
2017
Q3 | $390K | Sell |
8,049
-66
| -0.8% | -$3.2K | 0.04% | 295 |
|
|
2017
Q2 | $358K | Sell |
8,115
-202
| -2% | -$8.91K | 0.04% | 304 |
|
|
2017
Q1 | $326K | Buy |
8,317
+226
| +3% | +$8.86K | 0.05% | 272 |
|
|
2016
Q4 | $287K | Sell |
8,091
-164
| -2% | -$5.82K | 0.04% | 287 |
|
|
2016
Q3 | $260K | Sell |
8,255
-2,266
| -22% | -$71.4K | 0.04% | 307 |
|
|
2016
Q2 | $352K | Buy |
10,521
+11
| +0.1% | +$368 | 0.06% | 221 |
|
|
2016
Q1 | $369K | Buy |
10,510
+1,969
| +23% | +$69.1K | 0.07% | 207 |
|
|
2015
Q4 | $272K | Buy |
+8,541
| New | +$272K | 0.05% | 277 |
|