Rikoon Group’s Peapack-Gladstone Financial PGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,400
| Closed | -$229K | – | 201 |
|
|
2019
Q4 | $229K | Hold |
7,400
| – | – | 0.08% | 190 |
|
|
2019
Q3 | $207K | Sell |
7,400
-549
| -7% | -$15.4K | 0.08% | 196 |
|
|
2019
Q2 | $224K | Sell |
7,949
-1,301
| -14% | -$36.7K | 0.08% | 189 |
|
|
2019
Q1 | $243K | Hold |
9,250
| – | – | 0.09% | 179 |
|
|
2018
Q4 | $233K | Sell |
9,250
-1,000
| -10% | -$25.2K | 0.1% | 175 |
|
|
2018
Q3 | $316K | Sell |
10,250
-1,039
| -9% | -$32K | 0.11% | 166 |
|
|
2018
Q2 | $390K | Sell |
11,289
-1,000
| -8% | -$34.5K | 0.15% | 139 |
|
|
2018
Q1 | $407K | Sell |
12,289
-250
| -2% | -$8.28K | 0.16% | 129 |
|
|
2017
Q4 | $439K | Sell |
12,539
-2,510
| -17% | -$87.9K | 0.18% | 116 |
|
|
2017
Q3 | $508K | Sell |
15,049
-1,500
| -9% | -$50.6K | 0.22% | 108 |
|
|
2017
Q2 | $517K | Hold |
16,549
| – | – | 0.23% | 105 |
|
|
2017
Q1 | $531K | Buy |
16,549
+39
| +0.2% | +$1.25K | 0.23% | 102 |
|
|
2016
Q4 | $523K | Buy |
16,510
+7,127
| +76% | +$226K | 0.23% | 103 |
|
|
2016
Q3 | $210K | Buy |
+9,383
| New | +$210K | 0.17% | 128 |
|