LWM
LBA Wealth Management’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $453K | Buy |
10,220
+250
| +3% | +$11.1K | 0.24% | 72 |
|
|
2016
Q4 | $437K | Buy |
9,970
+275
| +3% | +$12.1K | 0.24% | 73 |
|
|
2016
Q3 | $406K | Sell |
9,695
-670
| -6% | -$28.1K | 0.23% | 73 |
|
|
2016
Q2 | $483K | Buy |
10,365
+1,370
| +15% | +$63.8K | 0.27% | 67 |
|
|
2016
Q1 | $424K | Buy |
8,995
+125
| +1% | +$5.89K | 0.25% | 69 |
|
|
2015
Q4 | $343K | Buy |
8,870
+400
| +5% | +$15.5K | 0.2% | 90 |
|
|
2015
Q3 | $357K | Sell |
8,470
-100
| -1% | -$4.22K | 0.23% | 81 |
|
|
2015
Q2 | $337K | Buy |
8,570
+25
| +0.3% | +$983 | 0.21% | 78 |
|
|
2015
Q1 | $358K | Buy |
8,545
+1,495
| +21% | +$62.6K | 0.23% | 73 |
|
|
2014
Q4 | $292K | Buy |
7,050
+625
| +10% | +$25.9K | 0.19% | 74 |
|
|
2014
Q3 | $239K | Sell |
6,425
-225
| -3% | -$8.37K | 0.17% | 70 |
|
|
2014
Q2 | $271K | Hold |
6,650
| – | – | 0.22% | 65 |
|
|
2014
Q1 | $254K | Buy |
6,650
+475
| +8% | +$18.1K | 0.21% | 67 |
|
|
2013
Q4 | $198K | Buy |
+6,175
| New | +$198K | 0.16% | 76 |
|