Wealthspire Advisors (Maryland)’s Progress Software PRGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-123
| Closed | -$5K | – | 1655 |
|
|
2019
Q1 | $5K | Hold |
123
| – | – | ﹤0.01% | 1841 |
|
|
2018
Q4 | $4K | Buy |
123
+1
| +0.8% | +$33 | ﹤0.01% | 1849 |
|
|
2018
Q3 | $4K | Buy |
122
+40
| +49% | +$1.31K | ﹤0.01% | 1919 |
|
|
2018
Q2 | $3K | Buy |
82
+46
| +128% | +$1.68K | ﹤0.01% | 2033 |
|
|
2018
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 2382 |
|
|
2017
Q4 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 2154 |
|