CWM
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Cabot Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Cabot Wealth Management’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,346
Closed -$256K – 133
2019
Q2 		$256K Hold
4,346
– – 0.05% 118
2019
Q1 		$258K Hold
4,346
– – 0.06% 119
2018
Q4 		$226K Hold
4,346
– – 0.06% 122
2018
Q3 		$229K Buy
+4,346
New +$229K 0.05% 114