SFM
Systematic Financial Management’s Peapack-Gladstone Financial PGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,635
| Closed | -$199K | – | 395 |
|
|
2020
Q2 | $199K | Buy |
10,635
+3,585
| +51% | +$67.1K | 0.01% | 465 |
|
|
2020
Q1 | $127K | Sell |
7,050
-8,655
| -55% | -$156K | 0.01% | 445 |
|
|
2019
Q4 | $485K | Hold |
15,705
| – | – | 0.02% | 418 |
|
|
2019
Q3 | $440K | Sell |
15,705
-9,210
| -37% | -$258K | 0.02% | 427 |
|
|
2019
Q2 | $701K | Sell |
24,915
-25,535
| -51% | -$718K | 0.03% | 492 |
|
|
2019
Q1 | $1.32M | Sell |
50,450
-5,205
| -9% | -$136K | 0.05% | 325 |
|
|
2018
Q4 | $1.4M | Sell |
55,655
-2,215
| -4% | -$55.8K | 0.04% | 266 |
|
|
2018
Q3 | $1.79M | Buy |
57,870
+635
| +1% | +$19.6K | 0.04% | 294 |
|
|
2018
Q2 | $1.98M | Buy |
57,235
+785
| +1% | +$27.2K | 0.05% | 274 |
|
|
2018
Q1 | $1.89M | Buy |
56,450
+6,925
| +14% | +$231K | 0.04% | 280 |
|
|
2017
Q4 | $1.73M | Buy |
49,525
+26,070
| +111% | +$913K | 0.03% | 294 |
|
|
2017
Q3 | $791K | Sell |
23,455
-16,435
| -41% | -$554K | 0.02% | 558 |
|
|
2017
Q2 | $1.25M | Buy |
+39,890
| New | +$1.25M | 0.02% | 576 |
|