YorkBridge Wealth Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $763K | Sell |
5,885
-370
| -6% | -$48K | 0.19% | 100 |
|
|
2022
Q3 | $727K | Buy |
6,255
+50
| +0.8% | +$5.81K | 0.19% | 101 |
|
|
2022
Q2 | $721K | Sell |
6,205
-527
| -8% | -$61.2K | 0.19% | 100 |
|
|
2022
Q1 | $767K | Sell |
6,732
-144
| -2% | -$16.4K | 0.17% | 105 |
|
|
2021
Q4 | $706K | Buy |
6,876
+129
| +2% | +$13.2K | 0.16% | 109 |
|
|
2021
Q3 | $610K | Sell |
6,747
-375
| -5% | -$33.9K | 0.15% | 113 |
|
|
2021
Q2 | $699K | Sell |
7,122
-195
| -3% | -$19.1K | 0.18% | 102 |
|
|
2021
Q1 | $700K | Sell |
7,317
-52
| -0.7% | -$4.98K | 0.21% | 87 |
|
|
2020
Q4 | $729K | Sell |
7,369
-7
| -0.1% | -$692 | 0.24% | 84 |
|
|
2020
Q3 | $698K | Sell |
7,376
-90
| -1% | -$8.52K | 0.29% | 76 |
|
|
2020
Q2 | $598K | Sell |
7,466
-92
| -1% | -$7.37K | 0.27% | 79 |
|
|
2020
Q1 | $558K | Sell |
7,558
-51
| -0.7% | -$3.77K | 0.34% | 75 |
|
|
2019
Q4 | $551K | Sell |
7,609
-90
| -1% | -$6.52K | 0.25% | 94 |
|
|
2019
Q3 | $595K | Sell |
7,699
-47
| -0.6% | -$3.63K | 0.3% | 85 |
|
|
2019
Q2 | $619K | Buy |
7,746
+1,952
| +34% | +$156K | 0.28% | 83 |
|
|
2019
Q1 | $418K | Buy |
5,794
+1,914
| +49% | +$138K | 0.19% | 109 |
|
|
2018
Q4 | $234K | Buy |
3,880
+600
| +18% | +$36.2K | 0.12% | 139 |
|
|
2018
Q3 | $232K | Sell |
3,280
-69
| -2% | -$4.88K | 0.11% | 157 |
|
|
2018
Q2 | $198K | Sell |
3,349
-26
| -0.8% | -$1.54K | 0.09% | 174 |
|
|
2018
Q1 | $204K | Sell |
3,375
-59
| -2% | -$3.57K | 0.09% | 176 |
|
|
2017
Q4 | $178K | Sell |
3,434
-293
| -8% | -$15.2K | 0.09% | 186 |
|
|
2017
Q3 | $180K | Hold |
3,727
| – | – | 0.09% | 187 |
|
|
2017
Q2 | $165K | Buy |
3,727
+427
| +13% | +$18.9K | 0.09% | 193 |
|
|
2017
Q1 | $130K | Sell |
3,300
-140
| -4% | -$5.52K | 0.07% | 213 |
|
|
2016
Q4 | $115K | Buy |
+3,440
| New | +$115K | 0.07% | 223 |
|