Omnia Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-72
| Closed | -$4K | – | 402 |
|
|
2019
Q1 | $4K | Hold |
72
| – | – | ﹤0.01% | 352 |
|
|
2018
Q4 | $4K | Sell |
72
-45
| -38% | -$2.5K | ﹤0.01% | 309 |
|
|
2018
Q3 | $6K | Hold |
117
| – | – | ﹤0.01% | 294 |
|
|
2018
Q2 | $6K | Sell |
117
-20
| -15% | -$1.03K | ﹤0.01% | 298 |
|
|
2018
Q1 | $7K | Sell |
137
-138
| -50% | -$7.05K | ﹤0.01% | 285 |
|
|
2017
Q4 | $14K | Buy |
275
+138
| +101% | +$7.03K | 0.01% | 262 |
|
|
2017
Q3 | $6K | Hold |
137
| – | – | ﹤0.01% | 324 |
|
|
2017
Q2 | $6K | Buy |
137
+65
| +90% | +$2.85K | ﹤0.01% | 363 |
|
|
2017
Q1 | $3K | Sell |
72
-44
| -38% | -$1.83K | ﹤0.01% | 523 |
|
|
2016
Q4 | $5K | Buy |
+116
| New | +$5K | ﹤0.01% | 387 |
|