Bailard’s Peapack-Gladstone Financial PGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,400
| Closed | -$498K | – | 760 |
|
|
2023
Q2 | $498K | Buy |
+18,400
| New | +$498K | 0.02% | 399 |
|
|
2020
Q2 | – | Sell |
-13,500
| Closed | -$242K | – | 549 |
|
|
2020
Q1 | $242K | Buy |
13,500
+5,100
| +61% | +$91.4K | 0.02% | 369 |
|
|
2019
Q4 | $260K | Buy |
+8,400
| New | +$260K | 0.01% | 438 |
|
|
2018
Q4 | – | Sell |
-18,400
| Closed | -$568K | – | 536 |
|
|
2018
Q3 | $568K | Buy |
18,400
+3,500
| +23% | +$108K | 0.03% | 345 |
|
|
2018
Q2 | $515K | Sell |
14,900
-2,300
| -13% | -$79.5K | 0.03% | 355 |
|
|
2018
Q1 | $574K | Sell |
17,200
-5,600
| -25% | -$187K | 0.04% | 290 |
|
|
2017
Q4 | $798K | Buy |
+22,800
| New | +$798K | 0.05% | 257 |
|
|
2016
Q1 | – | Sell |
-32,251
| Closed | -$665K | – | 326 |
|
|
2015
Q4 | $665K | Buy |
+32,251
| New | +$665K | 0.29% | 113 |
|