WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $15K | Buy |
339
+3
| +0.9% | +$133 | ﹤0.01% | 1024 |
|
|
2017
Q1 | $15K | Buy |
336
+3
| +0.9% | +$134 | ﹤0.01% | 963 |
|
|
2016
Q4 | $15K | Sell |
333
-29,814
| -99% | -$1.34M | ﹤0.01% | 1004 |
|
|
2016
Q3 | $1.26M | Buy |
30,147
+2,777
| +10% | +$116K | 0.31% | 85 |
|
|
2016
Q2 | $1.28M | Buy |
27,370
+1,055
| +4% | +$49.2K | 0.34% | 74 |
|
|
2016
Q1 | $1.24M | Buy |
26,315
+1,824
| +7% | +$85.9K | 0.36% | 68 |
|
|
2015
Q4 | $948K | Buy |
24,491
+1,159
| +5% | +$44.9K | 0.28% | 83 |
|
|
2015
Q3 | $984K | Buy |
23,332
+2,791
| +14% | +$118K | 0.31% | 74 |
|
|
2015
Q2 | $807K | Buy |
20,541
+996
| +5% | +$39.1K | 0.22% | 101 |
|
|
2015
Q1 | $819K | Sell |
19,545
-3,345
| -15% | -$140K | 0.23% | 99 |
|
|
2014
Q4 | $948K | Buy |
22,890
+413
| +2% | +$17.1K | 0.19% | 119 |
|
|
2014
Q3 | $837K | Buy |
22,477
+641
| +3% | +$23.9K | 0.16% | 159 |
|
|
2014
Q2 | $891K | Buy |
21,836
+129
| +0.6% | +$5.26K | 0.17% | 149 |
|
|
2014
Q1 | $828K | Sell |
21,707
-38,476
| -64% | -$1.47M | 0.17% | 153 |
|
|
2013
Q4 | $1.93M | Sell |
60,183
-9,185
| -13% | -$294K | 0.27% | 82 |
|
|
2013
Q3 | $2.28M | Sell |
69,368
-1,465
| -2% | -$48.2K | 0.35% | 60 |
|
|
2013
Q2 | $2.31M | Buy |
+70,833
| New | +$2.31M | 0.38% | 58 |
|