Avantax Planning Partners’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 | $328K | Sell |
3,892
-82
| -2% | -$6.9K | 0.01% | 339 |
|
|
2025
Q1 | $327K | Sell |
3,974
-262
| -6% | -$21.6K | 0.01% | 323 |
|
|
2024
Q4 | $358K | Sell |
4,236
-308
| -7% | -$26K | 0.01% | 303 |
|
|
2024
Q3 | $405K | Sell |
4,544
-3,280
| -42% | -$293K | 0.01% | 286 |
|
|
2024
Q2 | $577K | Sell |
7,824
-3,685
| -32% | -$272K | 0.02% | 267 |
|
|
2024
Q1 | $769K | Buy |
+11,509
| New | +$769K | 0.02% | 232 |
|
|
2018
Q4 | – | Sell |
-785
| Closed | -$41K | – | 935 |
|
|
2018
Q3 | $41K | Buy |
+785
| New | +$41K | ﹤0.01% | 531 |
|
|
2018
Q2 | – | Sell |
-853
| Closed | -$43K | – | 1110 |
|
|
2018
Q1 | $43K | Buy |
+853
| New | +$43K | ﹤0.01% | 559 |
|