Bernardo Wealth Planning’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 | $235K | Buy |
2,788
+12
| +0.4% | +$1.01K | 0.05% | 108 |
|
|
2025
Q1 | $228K | Buy |
2,776
+11
| +0.4% | +$903 | 0.05% | 104 |
|
|
2024
Q4 | $233K | Buy |
2,765
+5
| +0.2% | +$421 | 0.06% | 101 |
|
|
2024
Q3 | $248K | Hold |
2,760
| – | – | 0.06% | 98 |
|
|
2024
Q2 | $203K | Buy |
+2,760
| New | +$203K | 0.05% | 99 |
|
|
2022
Q2 | – | Sell |
-2,871
| Closed | -$200K | – | 92 |
|
|
2022
Q1 | $200K | Buy |
+2,871
| New | +$200K | 0.1% | 85 |
|