Baker Tilly 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 | – | Sell |
-8,896
| Closed | -$500K | – | 557 |
|
|
2022
Q3 | $500K | Buy |
8,896
+446
| +5% | +$25.1K | 0.07% | 291 |
|
|
2022
Q2 | $535K | Sell |
8,450
-1,962
| -19% | -$124K | 0.07% | 284 |
|
|
2022
Q1 | $729K | Sell |
10,412
-2,105
| -17% | -$147K | 0.08% | 252 |
|
|
2021
Q4 | $835K | Buy |
12,517
+969
| +8% | +$64.6K | 0.09% | 246 |
|
|
2021
Q3 | $703K | Buy |
11,548
+1,714
| +17% | +$104K | 0.09% | 242 |
|
|
2021
Q2 | $587K | Buy |
9,834
+1,589
| +19% | +$94.8K | 0.09% | 239 |
|
|
2021
Q1 | $496K | Buy |
8,245
+4,578
| +125% | +$275K | 0.1% | 245 |
|
|
2020
Q4 | $214K | Buy |
+3,667
| New | +$214K | 0.07% | 307 |
|