Willingdon Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $343K | Sell |
4,645
-13
| -0.3% | -$960 | 0.09% | 92 |
|
|
2019
Q4 | $337K | Hold |
4,658
| – | – | 0.07% | 110 |
|
|
2019
Q3 | $360K | Buy |
4,658
+8
| +0.2% | +$618 | 0.08% | 107 |
|
|
2019
Q2 | $372K | Hold |
4,650
| – | – | 0.09% | 107 |
|
|
2019
Q1 | $335K | Hold |
4,650
| – | – | 0.08% | 119 |
|
|
2018
Q4 | $281K | Sell |
4,650
-2,459
| -35% | -$149K | 0.08% | 127 |
|
|
2018
Q3 | $505K | Buy |
7,109
+2,459
| +53% | +$175K | 0.14% | 102 |
|
|
2018
Q2 | $275K | Hold |
4,650
| – | – | 0.08% | 119 |
|
|
2018
Q1 | $283K | Sell |
4,650
-1,000
| -18% | -$60.9K | 0.09% | 121 |
|
|
2017
Q4 | $318K | Hold |
5,650
| – | – | 0.1% | 109 |
|
|
2017
Q3 | $274K | Buy |
+5,650
| New | +$274K | 0.1% | 106 |
|