Avion Wealth’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
$27K Buy
324
+26
+9% +$2.17K 0.01% 270
2025
Q1
$25K Hold
298
0.01% 265
2024
Q4
$25K Buy
298
+3
+1% +$252 0.01% 265
2024
Q3
$26K Buy
295
+204
+224% +$18K 0.01% 231
2024
Q2
$6K Buy
91
+22
+32% +$1.45K ﹤0.01% 438
2024
Q1
$5K Buy
69
+9
+15% +$652 ﹤0.01% 469
2023
Q4
$4K Buy
60
+11
+22% +$733 ﹤0.01% 445
2023
Q3
$2K Buy
49
+9
+23% +$367 ﹤0.01% 513
2023
Q2
$1K Buy
40
+23
+135% +$575 ﹤0.01% 628
2023
Q1
$1K Buy
+17
New +$1K ﹤0.01% 471