Carolina Wealth Advisors’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 | $75.8K | Hold |
900
| – | – | 0.04% | 85 |
|
2025
Q1 | $74.1K | Hold |
900
| – | – | 0.04% | 79 |
|
2024
Q4 | $76K | Hold |
900
| – | – | 0.04% | 87 |
|
2024
Q3 | $80.3K | Hold |
900
| – | – | 0.04% | 85 |
|
2024
Q2 | $66.3K | Hold |
900
| – | – | 0.03% | 88 |
|
2024
Q1 | $60.1K | Hold |
900
| – | – | 0.03% | 102 |
|
2023
Q4 | $55K | Hold |
900
| – | – | 0.03% | 112 |
|
2023
Q3 | $51.2K | Hold |
900
| – | – | 0.03% | 125 |
|
2023
Q2 | $56.3K | Hold |
900
| – | – | 0.03% | 99 |
|
2023
Q1 | $56.2K | Hold |
900
| – | – | 0.03% | 105 |
|
2022
Q4 | $55K | Hold |
900
| – | – | 0.03% | 96 |
|
2022
Q3 | $51K | Hold |
900
| – | – | 0.04% | 97 |
|
2022
Q2 | $57K | Hold |
900
| – | – | 0.04% | 111 |
|
2022
Q1 | $63K | Hold |
900
| – | – | 0.04% | 118 |
|
2021
Q4 | $60K | Hold |
900
| – | – | 0.03% | 130 |
|
2021
Q3 | $55K | Hold |
900
| – | – | 0.04% | 126 |
|
2021
Q2 | $54K | Hold |
900
| – | – | 0.04% | 131 |
|
2021
Q1 | $54K | Hold |
900
| – | – | 0.04% | 132 |
|
2020
Q4 | $52K | Hold |
900
| – | – | 0.04% | 73 |
|
2020
Q3 | $49K | Buy |
+900
| New | +$49K | 0.04% | 65 |
|