Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Sell |
203
-1
| -0.5% | -$84 | ﹤0.01% | 841 |
|
|
2025
Q1 | $16.8K | Buy |
204
+3
| +1% | +$247 | ﹤0.01% | 841 |
|
|
2024
Q4 | $17K | Hold |
201
| – | – | ﹤0.01% | 831 |
|
|
2024
Q3 | $17.9K | Hold |
201
| – | – | ﹤0.01% | 832 |
|
|
2024
Q2 | $14.8K | Hold |
201
| – | – | ﹤0.01% | 864 |
|
|
2024
Q1 | $13.4K | Sell |
201
-484
| -71% | -$32.3K | ﹤0.01% | 881 |
|
|
2023
Q4 | $42.1K | Buy |
685
+500
| +270% | +$30.8K | ﹤0.01% | 739 |
|
|
2023
Q3 | $10.5K | Hold |
185
| – | – | ﹤0.01% | 922 |
|
|
2023
Q2 | $11.6K | Buy |
185
+150
| +429% | +$9.39K | ﹤0.01% | 908 |
|
|
2023
Q1 | $2.19K | Hold |
35
| – | – | ﹤0.01% | 974 |
|
|
2022
Q4 | $2.14K | Hold |
35
| – | – | ﹤0.01% | 1011 |
|
|
2022
Q3 | $1.97K | Hold |
35
| – | – | ﹤0.01% | 1056 |
|
|
2022
Q2 | $2.22K | Hold |
35
| – | – | ﹤0.01% | 1167 |
|
|
2022
Q1 | $2.45K | Buy |
+35
| New | +$2.45K | ﹤0.01% | 984 |
|
|
2021
Q2 | – | Sell |
-250
| Closed | -$15.1K | – | 1090 |
|
|
2021
Q1 | $15.1K | Hold |
250
| – | – | ﹤0.01% | 694 |
|
|
2020
Q4 | $14.6K | Hold |
250
| – | – | ﹤0.01% | 698 |
|
|
2020
Q3 | $13.7K | Hold |
250
| – | – | ﹤0.01% | 657 |
|
|
2020
Q2 | $12.3K | Hold |
250
| – | – | ﹤0.01% | 660 |
|
|
2020
Q1 | $11.2K | Hold |
250
| – | – | ﹤0.01% | 646 |
|
|
2019
Q4 | $14.8K | Hold |
250
| – | – | ﹤0.01% | 688 |
|
|
2019
Q3 | $15.5K | Buy |
+250
| New | +$15.5K | ﹤0.01% | 691 |
|