Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $140K | Buy |
2,307
+704
| +44% | +$42.7K | 0.02% | 351 |
|
|
2021
Q2 | $95K | Buy |
1,603
+763
| +91% | +$45.2K | 0.02% | 397 |
|
|
2021
Q1 | $50K | Sell |
840
-1
| -0.1% | -$60 | 0.01% | 480 |
|
|
2020
Q4 | $49K | Buy |
841
+45
| +6% | +$2.62K | 0.01% | 418 |
|
|
2020
Q3 | $42K | Buy |
796
+330
| +71% | +$17.4K | 0.01% | 390 |
|
|
2020
Q2 | $22K | Buy |
466
+83
| +22% | +$3.92K | 0.01% | 519 |
|
|
2020
Q1 | $15K | Sell |
383
-78
| -17% | -$3.06K | ﹤0.01% | 567 |
|
|
2019
Q4 | $27K | Buy |
461
+1
| +0.2% | +$59 | 0.01% | 456 |
|
|
2019
Q3 | $28K | Hold |
460
| – | – | 0.01% | 417 |
|
|
2019
Q2 | $27K | Buy |
460
+203
| +79% | +$11.9K | 0.01% | 430 |
|
|
2019
Q1 | $15K | Buy |
257
+27
| +12% | +$1.58K | 0.01% | 533 |
|
|
2018
Q4 | $11K | Buy |
+230
| New | +$11K | ﹤0.01% | 492 |
|