Apriem Advisors’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-100
| Closed | -$5K | – | 630 |
|
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 466 |
|
|
2016
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 441 |
|
|
2015
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 455 |
|
|
2015
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 433 |
|
|
2015
Q2 | $4K | Sell |
100
-100
| -50% | -$4K | ﹤0.01% | 524 |
|
|
2015
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 435 |
|
|
2014
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 392 |
|
|
2014
Q3 | $7K | Sell |
200
-10,000
| -98% | -$350K | ﹤0.01% | 414 |
|
|
2014
Q2 | $416K | Hold |
10,200
| – | – | 0.16% | 86 |
|
|
2014
Q1 | $389K | Hold |
10,200
| – | – | 0.15% | 91 |
|
|
2013
Q4 | $327K | Hold |
10,200
| – | – | 0.13% | 86 |
|
|
2013
Q3 | $336K | Hold |
10,200
| – | – | 0.15% | 83 |
|
|
2013
Q2 | $333K | Buy |
+10,200
| New | +$333K | 0.16% | 80 |
|