Catamount Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $178K | Buy |
3,000
+725
| +32% | +$43K | 0.1% | 52 |
|
2018
Q4 | $124K | Hold |
2,275
| – | – | 0.08% | 47 |
|
2018
Q3 | $120K | Hold |
2,275
| – | – | 0.06% | 57 |
|
2018
Q2 | $117K | Buy |
2,275
+100
| +5% | +$5.14K | 0.06% | 52 |
|
2018
Q1 | $109K | Hold |
2,175
| – | – | 0.06% | 55 |
|
2017
Q4 | $112K | Hold |
2,175
| – | – | 0.06% | 52 |
|
2017
Q3 | $101K | Hold |
2,175
| – | – | 0.06% | 49 |
|
2017
Q2 | $94K | Hold |
2,175
| – | – | 0.06% | 59 |
|
2017
Q1 | $96K | Hold |
2,175
| – | – | 0.07% | 56 |
|
2016
Q4 | $95K | Hold |
2,175
| – | – | 0.08% | 50 |
|
2016
Q3 | $89K | Buy |
+2,175
| New | +$89K | 0.08% | 51 |
|