Integrated Wealth Management (Palm Desert)’s Public Service Enterprise Group PEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$292K Buy
2016
Q4
$267K Buy
2016
Q3
$248K Buy
2016
Q2
$231K Buy
2016
Q1
$105K Buy
2015
Q4
$40K Buy
2015
Q3
$23K Sell
2015
Q2
$26K Buy
2015
Q1
$5K Buy