CAPTRUST Financial Advisors’s Peapack-Gladstone Financial PGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-85
| Closed | -$3K | – | 3469 |
|
|
2022
Q2 | $3K | Buy |
85
+34
| +67% | +$1.2K | ﹤0.01% | 4326 |
|
|
2022
Q1 | $2K | Sell |
51
-86
| -63% | -$3.37K | ﹤0.01% | 4523 |
|
|
2021
Q4 | $5K | Hold |
137
| – | – | ﹤0.01% | 4089 |
|
|
2021
Q3 | $5K | Hold |
137
| – | – | ﹤0.01% | 3952 |
|
|
2021
Q2 | $4K | Hold |
137
| – | – | ﹤0.01% | 3957 |
|
|
2021
Q1 | $4K | Buy |
+137
| New | +$4K | ﹤0.01% | 3814 |
|