CWA
Cypress Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,246
| Closed | -$321K | – | 151 |
|
|
2017
Q1 | $321K | Sell |
7,246
-166
| -2% | -$7.35K | 0.15% | 136 |
|
|
2016
Q4 | $325K | Buy |
7,412
+250
| +3% | +$11K | 0.15% | 124 |
|
|
2016
Q3 | $300K | Buy |
7,162
+107
| +2% | +$4.48K | 0.14% | 136 |
|
|
2016
Q2 | $329K | Sell |
7,055
-3,043
| -30% | -$142K | 0.16% | 121 |
|
|
2016
Q1 | $476K | Buy |
10,098
+3,043
| +43% | +$143K | 0.22% | 99 |
|
|
2015
Q4 | $273K | Buy |
7,055
+1,093
| +18% | +$42.3K | 0.14% | 136 |
|
|
2015
Q3 | $251K | Buy |
+5,962
| New | +$251K | 0.14% | 148 |
|