Concert 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-5,003
| Closed | -$208K | – | 789 |
|
2016
Q3 | $208K | Buy |
5,003
+5
| +0.1% | +$208 | 0.03% | 631 |
|
2016
Q2 | $236K | Buy |
4,998
+116
| +2% | +$5.48K | 0.03% | 547 |
|
2016
Q1 | $231K | Buy |
+4,882
| New | +$231K | 0.03% | 549 |
|
2015
Q2 | – | Sell |
-21,650
| Closed | -$452K | – | 705 |
|
2015
Q1 | $452K | Buy |
21,650
+90
| +0.4% | +$1.88K | 0.13% | 219 |
|
2014
Q4 | $889K | Buy |
+21,560
| New | +$889K | 0.14% | 199 |
|