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