AWS
Aris Wealth Services’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $6K | Sell |
145
-15,893
| -99% | -$658K | 0.01% | 272 |
|
|
2015
Q2 | $630K | Buy |
16,038
+715
| +5% | +$28.1K | 0.58% | 69 |
|
|
2015
Q1 | $642K | Buy |
15,323
+975
| +7% | +$40.9K | 0.6% | 60 |
|
|
2014
Q4 | $594K | Buy |
14,348
+686
| +5% | +$28.4K | 0.66% | 58 |
|
|
2014
Q3 | $509K | Buy |
13,662
+1,412
| +12% | +$52.6K | 0.63% | 65 |
|
|
2014
Q2 | $500K | Buy |
12,250
+534
| +5% | +$21.8K | 0.65% | 59 |
|
|
2014
Q1 | $447K | Buy |
11,716
+751
| +7% | +$28.7K | 0.65% | 63 |
|
|
2013
Q4 | $351K | Buy |
10,965
+406
| +4% | +$13K | 0.59% | 64 |
|
|
2013
Q3 | $348K | Buy |
10,559
+834
| +9% | +$27.5K | 0.64% | 58 |
|
|
2013
Q2 | $318K | Buy |
+9,725
| New | +$318K | 0.68% | 56 |
|