ZAM
Zevin Asset Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,009
| Closed | -$610K | – | 117 |
|
|
2018
Q1 | $610K | Hold |
10,009
| – | – | 0.16% | 74 |
|
|
2017
Q4 | $564K | Hold |
10,009
| – | – | 0.13% | 89 |
|
|
2017
Q3 | $485K | Hold |
10,009
| – | – | 0.11% | 95 |
|
|
2017
Q2 | $441K | Hold |
10,009
| – | – | 0.11% | 89 |
|
|
2017
Q1 | $392K | Hold |
10,009
| – | – | 0.1% | 92 |
|
|
2016
Q4 | $355K | Hold |
10,009
| – | – | 0.09% | 91 |
|
|
2016
Q3 | $315K | Hold |
10,009
| – | – | 0.1% | 91 |
|
|
2016
Q2 | $335K | Hold |
10,009
| – | – | 0.09% | 97 |
|
|
2016
Q1 | $352K | Hold |
10,009
| – | – | 0.1% | 94 |
|
|
2015
Q4 | $318K | Hold |
10,009
| – | – | 0.08% | 103 |
|
|
2015
Q3 | $307K | Hold |
10,009
| – | – | 0.09% | 108 |
|
|
2015
Q2 | $279K | Hold |
10,009
| – | – | 0.07% | 118 |
|
|
2015
Q1 | $272K | Hold |
10,009
| – | – | 0.08% | 117 |
|
|
2014
Q4 | $270K | Hold |
10,009
| – | – | 0.08% | 117 |
|
|
2014
Q3 | $253K | Hold |
10,009
| – | – | 0.07% | 116 |
|
|
2014
Q2 | $254K | Buy |
+10,009
| New | +$254K | 0.07% | 118 |
|