CWM
PEG icon

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

Concert Wealth Management’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,003
Closed -$208K – 796
2016
Q3 		$208K Buy
5,003
+5
+0.1% +$220 0.03% 631
2016
Q2 		$236K Buy
4,998
+116
+2% +$5.26K 0.03% 547
2016
Q1 		$231K Buy
+4,882
New +$207K 0.03% 549
2015
Q2 		– Sell
-21,650
Closed -$452K – 712
2015
Q1 		$452K Buy
21,650
+90
+0.4% +$3.76K 0.13% 219
2014
Q4 		$889K Buy
+21,560
New +$868K 0.14% 199

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