Winthrop Partners - WNY’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
Q3 | $10.8K | Hold |
174
| – | – | 0.01% | 246 |
|
|
2019
Q2 | $10.2K | Hold |
174
| – | – | 0.01% | 192 |
|
|
2019
Q1 | $10.2K | Sell |
174
-185
| -52% | -$10.8K | 0.01% | 193 |
|
|
2018
Q4 | $18.7K | Hold |
359
| – | – | 0.02% | 179 |
|
|
2018
Q3 | $19K | Sell |
359
-898
| -71% | -$47.4K | 0.02% | 212 |
|
|
2018
Q2 | $68.1K | Hold |
1,257
| – | – | 0.06% | 166 |
|
|
2018
Q1 | $63.2K | Buy |
+1,257
| New | +$63.2K | 0.05% | 192 |
|