EWM
Evercore Wealth Management’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,721
| Closed | -$295K | – | 422 |
|
|
2023
Q1 | $295K | Sell |
4,721
-4,425
| -48% | -$276K | 0.01% | 327 |
|
|
2022
Q4 | $560K | Buy |
9,146
+4,425
| +94% | +$271K | 0.01% | 259 |
|
|
2022
Q3 | $265K | Sell |
4,721
-2,274
| -33% | -$128K | 0.01% | 329 |
|
|
2022
Q2 | $443K | Hold |
6,995
| – | – | 0.01% | 273 |
|
|
2022
Q1 | $489K | Buy |
+6,995
| New | +$489K | 0.01% | 286 |
|
|
2020
Q2 | – | Sell |
-5,038
| Closed | -$227K | – | 380 |
|
|
2020
Q1 | $227K | Sell |
5,038
-517
| -9% | -$23.3K | 0.01% | 326 |
|
|
2019
Q4 | $328K | Hold |
5,555
| – | – | 0.01% | 335 |
|
|
2019
Q3 | $345K | Sell |
5,555
-2,810
| -34% | -$175K | 0.01% | 314 |
|
|
2019
Q2 | $492K | Buy |
8,365
+2,623
| +46% | +$154K | 0.01% | 276 |
|
|
2019
Q1 | $341K | Buy |
5,742
+50
| +0.9% | +$2.97K | 0.01% | 315 |
|
|
2018
Q4 | $296K | Sell |
5,692
-287
| -5% | -$14.9K | 0.01% | 312 |
|
|
2018
Q3 | $316K | Buy |
5,979
+571
| +11% | +$30.2K | 0.01% | 338 |
|
|
2018
Q2 | $293K | Buy |
5,408
+505
| +10% | +$27.4K | 0.01% | 331 |
|
|
2018
Q1 | $246K | Sell |
4,903
-500
| -9% | -$25.1K | 0.01% | 319 |
|
|
2017
Q4 | $279K | Buy |
5,403
+1,000
| +23% | +$51.6K | 0.01% | 318 |
|
|
2017
Q3 | $204K | Buy |
4,403
+80
| +2% | +$3.71K | 0.01% | 363 |
|
|
2017
Q2 | $186K | Buy |
4,323
+205
| +5% | +$8.82K | 0.01% | 376 |
|
|
2017
Q1 | $182K | Sell |
4,118
-39
| -0.9% | -$1.72K | 0.01% | 380 |
|
|
2016
Q4 | $182K | Sell |
4,157
-44
| -1% | -$1.93K | 0.01% | 391 |
|
|
2016
Q3 | $175K | Hold |
4,201
| – | – | 0.01% | 399 |
|
|
2016
Q2 | $196K | Buy |
4,201
+718
| +21% | +$33.5K | 0.01% | 366 |
|
|
2016
Q1 | $164K | Sell |
3,483
-155
| -4% | -$7.3K | 0.01% | 391 |
|
|
2015
Q4 | $141K | Buy |
3,638
+238
| +7% | +$9.22K | 0.01% | 438 |
|
|
2015
Q3 | $143K | Hold |
3,400
| – | – | 0.01% | 437 |
|
|
2015
Q2 | $133K | Sell |
3,400
-1,330
| -28% | -$52K | 0.01% | 485 |
|
|
2015
Q1 | $199K | Hold |
4,730
| – | – | 0.01% | 414 |
|
|
2014
Q4 | $195K | Hold |
4,730
| – | – | 0.01% | 363 |
|
|
2014
Q3 | $176K | Hold |
4,730
| – | – | 0.01% | 419 |
|
|
2014
Q2 | $193K | Hold |
4,730
| – | – | 0.01% | 394 |
|
|
2014
Q1 | $180K | Hold |
4,730
| – | – | 0.01% | 393 |
|
|
2013
Q4 | $152K | Hold |
4,730
| – | – | 0.01% | 398 |
|
|
2013
Q3 | $156K | Sell |
4,730
-893
| -16% | -$29.5K | 0.01% | 423 |
|
|
2013
Q2 | $184K | Buy |
+5,623
| New | +$184K | 0.01% | 408 |
|