Aevitas Wealth Management’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
2022
Q4
$901K Buy
14,699
+53
+0.4% +$3.25K 0.53% 45
2022
Q3
$824K Buy
14,646
+65
+0.4% +$3.66K 0.62% 47
2022
Q2
$923K Buy
14,581
+64
+0.4% +$4.05K 0.63% 45
2022
Q1
$1.02M Sell
14,517
-299
-2% -$20.9K 0.62% 47
2021
Q4
$989K Buy
14,816
+60
+0.4% +$4.01K 0.59% 50
2021
Q3
$899K Buy
14,756
+156
+1% +$9.5K 0.57% 52
2021
Q2
$872K Sell
14,600
-38
-0.3% -$2.27K 0.56% 51
2021
Q1
$881K Buy
14,638
+61
+0.4% +$3.67K 0.61% 48
2020
Q4
$850K Sell
14,577
-236
-2% -$13.8K 0.62% 43
2020
Q3
$813K Buy
14,813
+166
+1% +$9.11K 0.67% 42
2020
Q2
$720K Buy
14,647
+75
+0.5% +$3.69K 0.67% 43
2020
Q1
$654K Buy
14,572
+8,807
+153% +$395K 0.73% 41
2019
Q4
$340K Buy
5,765
+23
+0.4% +$1.36K 0.32% 83
2019
Q3
$356K Buy
5,742
+22
+0.4% +$1.36K 0.36% 75
2019
Q2
$336K Buy
5,720
+824
+17% +$48.4K 0.34% 79
2019
Q1
$290K Buy
4,896
+15
+0.3% +$888 0.26% 88
2018
Q4
$254K Buy
4,881
+19
+0.4% +$989 0.26% 88
2018
Q3
$257K Buy
4,862
+18
+0.4% +$951 0.23% 96
2018
Q2
$262K Buy
4,844
+35
+0.7% +$1.89K 0.26% 90
2018
Q1
$242K Buy
4,809
+25
+0.5% +$1.26K 0.24% 93
2017
Q4
$246K Buy
+4,784
New +$246K 0.23% 94