Win Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,214
| Closed | -$816K | – | 76 |
|
2024
Q3 | $816K | Buy |
+3,214
| New | +$816K | 0.38% | 44 |
|
2024
Q2 | – | Sell |
-1,520
| Closed | -$314K | – | 68 |
|
2024
Q1 | $314K | Buy |
+1,520
| New | +$314K | 0.14% | 49 |
|
2023
Q4 | – | Sell |
-1,561
| Closed | -$217K | – | 76 |
|
2023
Q3 | $217K | Buy |
+1,561
| New | +$217K | 0.11% | 41 |
|
2023
Q1 | – | Sell |
-59
| Closed | -$7.65K | – | 114 |
|
2022
Q4 | $7.65K | Hold |
59
| – | – | ﹤0.01% | 108 |
|
2022
Q3 | $7K | Hold |
59
| – | – | ﹤0.01% | 103 |
|
2022
Q2 | $7K | Sell |
59
-1,568
| -96% | -$186K | 0.01% | 129 |
|
2022
Q1 | $185K | Buy |
+1,627
| New | +$185K | 0.05% | 55 |
|