Inverness Counsel’s Peapack-Gladstone Financial PGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,000
| Closed | -$208K | – | 136 |
|
|
2018
Q2 | $208K | Sell |
6,000
-1,754
| -23% | -$60.8K | 0.01% | 124 |
|
|
2018
Q1 | $259K | Hold |
7,754
| – | – | 0.02% | 119 |
|
|
2017
Q4 | $272K | Hold |
7,754
| – | – | 0.02% | 89 |
|
|
2017
Q3 | $236K | Hold |
7,754
| – | – | 0.02% | 91 |
|
|
2017
Q2 | $243K | Hold |
7,754
| – | – | 0.02% | 84 |
|
|
2017
Q1 | $225K | Hold |
7,754
| – | – | 0.02% | 87 |
|
|
2016
Q4 | $239K | Buy |
+7,754
| New | +$239K | 0.02% | 83 |
|