NAM
Needelman Asset Management’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-18,730
| Closed | -$736K | – | 38 |
|
|
2015
Q2 | $736K | Sell |
18,730
-650
| -3% | -$25.5K | 2.33% | 23 |
|
|
2015
Q1 | $812K | Hold |
19,380
| – | – | 2.46% | 20 |
|
|
2014
Q4 | $803K | Hold |
19,380
| – | – | 2.46% | 21 |
|
|
2014
Q3 | $722K | Sell |
19,380
-75
| -0.4% | -$2.79K | 2.32% | 27 |
|
|
2014
Q2 | $794K | Hold |
19,455
| – | – | 2.51% | 25 |
|
|
2014
Q1 | $742K | Sell |
19,455
-300
| -2% | -$11.4K | 2.41% | 27 |
|
|
2013
Q4 | $633K | Buy |
19,755
+2,060
| +12% | +$66K | 2.09% | 29 |
|
|
2013
Q3 | $583K | Hold |
17,695
| – | – | 2.09% | 31 |
|
|
2013
Q2 | $578K | Buy |
+17,695
| New | +$578K | 2.11% | 32 |
|