Buckley 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
Q3 | – | Sell |
-4,828
| Closed | -$302K | – | 119 |
|
|
2023
Q2 | $302K | Buy |
+4,828
| New | +$302K | 0.1% | 100 |
|
|
2022
Q3 | – | Sell |
-4,972
| Closed | -$315K | – | 132 |
|
|
2022
Q2 | $315K | Sell |
4,972
-1,822
| -27% | -$115K | 0.1% | 113 |
|
|
2022
Q1 | $476K | Buy |
6,794
+3,391
| +100% | +$238K | 0.13% | 98 |
|
|
2021
Q4 | $227K | Hold |
3,403
| – | – | 0.07% | 120 |
|
|
2021
Q3 | $207K | Buy |
+3,403
| New | +$207K | 0.07% | 126 |
|
|
2020
Q3 | – | Sell |
-6,054
| Closed | -$298K | – | 121 |
|
|
2020
Q2 | $298K | Sell |
6,054
-199
| -3% | -$9.8K | 0.14% | 103 |
|
|
2020
Q1 | $281K | Buy |
+6,253
| New | +$281K | 0.15% | 98 |
|