Icon Wealth Partners’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
Q2 | – | Sell |
-977
| Closed | -$58K | – | 601 |
|
2019
Q1 | $58K | Buy |
+977
| New | +$58K | 0.02% | 324 |
|
2018
Q4 | – | Sell |
-2,301
| Closed | -$121K | – | 243 |
|
2018
Q3 | $121K | Sell |
2,301
-524
| -19% | -$27.6K | 0.05% | 244 |
|
2018
Q2 | $153K | Sell |
2,825
-713
| -20% | -$38.6K | 0.06% | 188 |
|
2018
Q1 | $179K | Sell |
3,538
-751
| -18% | -$38K | 0.1% | 173 |
|
2017
Q4 | $221K | Buy |
+4,289
| New | +$221K | 0.11% | 162 |
|