Bartlett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $42K | Buy |
685
+500
| +270% | +$30.7K | ﹤0.01% | 741 |
|
|
2023
Q3 | $11K | Hold |
185
| – | – | ﹤0.01% | 920 |
|
|
2023
Q2 | $12K | Buy |
185
+150
| +429% | +$9.73K | ﹤0.01% | 903 |
|
|
2023
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 979 |
|
|
2022
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 1015 |
|
|
2022
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 1061 |
|
|
2022
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 1183 |
|
|
2022
Q1 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 999 |
|
|
2021
Q2 | – | Sell |
-250
| Closed | -$15K | – | 1062 |
|
|
2021
Q1 | $15K | Hold |
250
| – | – | ﹤0.01% | 695 |
|
|
2020
Q4 | $15K | Hold |
250
| – | – | ﹤0.01% | 694 |
|
|
2020
Q3 | $14K | Hold |
250
| – | – | ﹤0.01% | 655 |
|
|
2020
Q2 | $12K | Hold |
250
| – | – | ﹤0.01% | 662 |
|
|
2020
Q1 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 649 |
|
|
2019
Q3 | $16K | Buy |
+250
| New | +$16K | ﹤0.01% | 686 |
|
|
2013
Q4 | – | Sell |
-274
| Closed | -$9K | – | 759 |
|
|
2013
Q3 | $9K | Buy |
274
+74
| +37% | +$2.43K | ﹤0.01% | 598 |
|
|
2013
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 626 |
|