BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $63K | Sell |
1,007
-433
| -30% | -$27.1K | 0.01% | 356 |
|
|
2023
Q1 | $89.9K | Buy |
1,440
+419
| +41% | +$26.2K | 0.01% | 325 |
|
|
2022
Q4 | $62.5K | Hold |
1,021
| – | – | 0.01% | 360 |
|
|
2022
Q3 | $57K | Sell |
1,021
-1,626
| -61% | -$90.8K | 0.01% | 363 |
|
|
2022
Q2 | $167K | Buy |
2,647
+1,597
| +152% | +$101K | 0.02% | 251 |
|
|
2022
Q1 | $73K | Hold |
1,050
| – | – | 0.01% | 349 |
|
|
2021
Q4 | $70K | Sell |
1,050
-3
| -0.3% | -$200 | 0.01% | 377 |
|
|
2021
Q3 | $64K | Hold |
1,053
| – | – | 0.01% | 371 |
|
|
2021
Q2 | $63K | Hold |
1,053
| – | – | 0.01% | 359 |
|
|
2021
Q1 | $63K | Hold |
1,053
| – | – | 0.01% | 346 |
|
|
2020
Q4 | $61K | Buy |
1,053
+13
| +1% | +$753 | 0.01% | 332 |
|
|
2020
Q3 | $57K | Hold |
1,040
| – | – | 0.01% | 322 |
|
|
2020
Q2 | $51K | Buy |
1,040
+6
| +0.6% | +$294 | 0.01% | 352 |
|
|
2020
Q1 | $46K | Buy |
1,034
+13
| +1% | +$578 | 0.01% | 326 |
|
|
2019
Q4 | $60K | Buy |
1,021
+21
| +2% | +$1.23K | 0.01% | 326 |
|
|
2019
Q3 | $62K | Hold |
1,000
| – | – | 0.01% | 311 |
|
|
2019
Q2 | $59K | Hold |
1,000
| – | – | 0.01% | 309 |
|
|
2019
Q1 | $59K | Hold |
1,000
| – | – | 0.01% | 324 |
|
|
2018
Q4 | $52K | Hold |
1,000
| – | – | 0.01% | 295 |
|
|
2018
Q3 | $53K | Hold |
1,000
| – | – | 0.01% | 311 |
|
|
2018
Q2 | $54K | Buy |
+1,000
| New | +$54K | 0.01% | 311 |
|