Summit Global Investments’s Peapack-Gladstone Financial PGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25,825
| Closed | -$765K | – | 602 |
|
|
2023
Q1 | $765K | Buy |
25,825
+3,400
| +15% | +$101K | 0.06% | 288 |
|
|
2022
Q4 | $835K | Buy |
22,425
+5,900
| +36% | +$220K | 0.07% | 224 |
|
|
2022
Q3 | $556K | Buy |
16,525
+425
| +3% | +$14.3K | 0.05% | 292 |
|
|
2022
Q2 | $478K | Buy |
16,100
+9,400
| +140% | +$279K | 0.04% | 318 |
|
|
2022
Q1 | $233K | Buy |
+6,700
| New | +$233K | 0.02% | 444 |
|