Integrated 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $292K | Buy |
6,582
+504
| +8% | +$22.4K | 0.1% | 186 |
|
2016
Q4 | $267K | Buy |
6,078
+156
| +3% | +$6.85K | 0.1% | 187 |
|
2016
Q3 | $248K | Buy |
5,922
+970
| +20% | +$40.6K | 0.09% | 189 |
|
2016
Q2 | $231K | Buy |
4,952
+2,719
| +122% | +$127K | 0.09% | 198 |
|
2016
Q1 | $105K | Buy |
2,233
+1,210
| +118% | +$56.9K | 0.04% | 274 |
|
2015
Q4 | $40K | Buy |
1,023
+481
| +89% | +$18.8K | 0.02% | 432 |
|
2015
Q3 | $23K | Sell |
542
-120
| -18% | -$5.09K | 0.01% | 540 |
|
2015
Q2 | $26K | Buy |
662
+542
| +452% | +$21.3K | 0.01% | 535 |
|
2015
Q1 | $5K | Buy |
+120
| New | +$5K | ﹤0.01% | 936 |
|