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Kaizen Advisory’s Peapack-Gladstone Financial PGC Stock Holding History

Kaizen Advisory’s Portfolio PGC Stock Details PGC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-31,359
Closed -$1.09M – 603
2018
Q2 		$1.09M Buy
31,359
+23,479
+298% +$812K 0.55% 69
2018
Q1 		$263K Buy
+7,880
New +$263K 0.26% 77