Klingman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-484
| Closed | -$20K | – | 257 |
|
|
2016
Q3 | $20K | Hold |
484
| – | – | 0.01% | 264 |
|
|
2016
Q2 | $23K | Sell |
484
-380
| -44% | -$18.1K | 0.01% | 250 |
|
|
2016
Q1 | $41K | Hold |
864
| – | – | 0.01% | 203 |
|
|
2015
Q4 | $33K | Hold |
864
| – | – | 0.01% | 233 |
|
|
2015
Q3 | $36K | Hold |
864
| – | – | 0.01% | 219 |
|
|
2015
Q2 | $34K | Hold |
864
| – | – | 0.01% | 209 |
|
|
2015
Q1 | $36K | Hold |
864
| – | – | 0.01% | 194 |
|
|
2014
Q4 | $35K | Buy |
+864
| New | +$35K | 0.01% | 195 |
|