Abundance Wealth Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
2,855
-245
| -8% | -$20.6K | 0.04% | 149 |
|
|
2025
Q1 | $255K | Sell |
3,100
-26
| -0.8% | -$2.14K | 0.05% | 133 |
|
|
2024
Q4 | $264K | Buy |
3,126
+26
| +0.8% | +$2.2K | 0.06% | 127 |
|
|
2024
Q3 | $277K | Buy |
+3,100
| New | +$277K | 0.06% | 123 |
|
|
2024
Q2 | – | Sell |
-3,500
| Closed | -$234K | – | 128 |
|
|
2024
Q1 | $234K | Hold |
3,500
| – | – | 0.05% | 128 |
|
|
2023
Q4 | $214K | Buy |
+3,500
| New | +$214K | 0.06% | 130 |
|
|
2023
Q2 | – | Sell |
-3,500
| Closed | -$219K | – | 123 |
|
|
2023
Q1 | $219K | Sell |
3,500
-8,368
| -71% | -$524K | 0.06% | 137 |
|
|
2022
Q4 | $727K | Buy |
11,868
+862
| +8% | +$52.8K | 0.2% | 78 |
|
|
2022
Q3 | $619K | Buy |
11,006
+42
| +0.4% | +$2.36K | 0.18% | 77 |
|
|
2022
Q2 | $694K | Buy |
10,964
+593
| +6% | +$37.5K | 0.19% | 77 |
|
|
2022
Q1 | $726K | Sell |
10,371
-14
| -0.1% | -$980 | 0.2% | 73 |
|
|
2021
Q4 | $693K | Buy |
+10,385
| New | +$693K | 0.18% | 68 |
|
|
2021
Q3 | – | Sell |
-9,422
| Closed | -$563K | – | 92 |
|
|
2021
Q2 | $563K | Buy |
9,422
+4,216
| +81% | +$252K | 0.15% | 68 |
|
|
2021
Q1 | $313K | Buy |
5,206
+1,173
| +29% | +$70.5K | 0.08% | 71 |
|
|
2020
Q4 | $235K | Buy |
4,033
+162
| +4% | +$9.44K | 0.06% | 75 |
|
|
2020
Q3 | $213K | Buy |
+3,871
| New | +$213K | 0.06% | 77 |
|
|
2020
Q1 | – | Sell |
-3,871
| Closed | -$229K | – | 40 |
|
|
2019
Q4 | $229K | Hold |
3,871
| – | – | 0.06% | 32 |
|
|
2019
Q3 | $240K | Hold |
3,871
| – | – | 0.07% | 28 |
|
|
2019
Q2 | $228K | Hold |
3,871
| – | – | 0.07% | 27 |
|
|
2019
Q1 | $230K | Hold |
3,871
| – | – | 0.08% | 25 |
|
|
2018
Q4 | $201K | Buy |
+3,871
| New | +$201K | 0.07% | 25 |
|