IWA
Intercontinental Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-614
| Closed | -$36K | – | 263 |
|
2019
Q4 | $36K | Sell |
614
-1,289
| -68% | -$75.6K | 0.03% | 202 |
|
2019
Q3 | $118K | Hold |
1,903
| – | – | 0.07% | 160 |
|
2019
Q2 | $112K | Hold |
1,903
| – | – | 0.06% | 158 |
|
2019
Q1 | $113K | Buy |
1,903
+483
| +34% | +$28.7K | 0.06% | 161 |
|
2018
Q4 | $74K | Buy |
+1,420
| New | +$74K | 0.04% | 188 |
|