AO
Advisor OS’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
2,826
+239
| +9% | +$20.1K | 0.02% | 396 |
|
|
2025
Q1 | $213K | Buy |
2,587
+97
| +4% | +$7.98K | 0.02% | 397 |
|
|
2024
Q4 | $210K | Buy |
2,490
+53
| +2% | +$4.48K | 0.02% | 391 |
|
|
2024
Q3 | $217K | Buy |
+2,437
| New | +$217K | 0.02% | 378 |
|
|
2024
Q2 | – | Sell |
-5,368
| Closed | -$358K | – | 403 |
|
|
2024
Q1 | $358K | Buy |
5,368
+1,633
| +44% | +$109K | 0.04% | 281 |
|
|
2023
Q4 | $228K | Sell |
3,735
-1,570
| -30% | -$96K | 0.03% | 303 |
|
|
2023
Q3 | $302K | Sell |
5,305
-751
| -12% | -$42.7K | 0.05% | 231 |
|
|
2023
Q2 | $379K | Buy |
+6,056
| New | +$379K | 0.06% | 219 |
|