Carson Wealth (CWM LLC)’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
17,969
+1,253
| +7% | +$106K | 0.01% | 1054 |
|
|
2025
Q1 | $1.38M | Sell |
16,716
-117
| -0.7% | -$9.63K | 0.01% | 987 |
|
|
2024
Q4 | $1.42M | Sell |
16,833
-4,820
| -22% | -$407K | 0.01% | 918 |
|
|
2024
Q3 | $1.93M | Buy |
21,653
+867
| +4% | +$77.4K | 0.01% | 714 |
|
|
2024
Q2 | $1.53M | Buy |
20,786
+8,723
| +72% | +$643K | 0.01% | 715 |
|
|
2024
Q1 | $806K | Sell |
12,063
-2,424
| -17% | -$162K | ﹤0.01% | 946 |
|
|
2023
Q4 | $886K | Buy |
14,487
+2,594
| +22% | +$159K | ﹤0.01% | 859 |
|
|
2023
Q3 | $677K | Buy |
11,893
+472
| +4% | +$26.9K | ﹤0.01% | 882 |
|
|
2023
Q2 | $715K | Buy |
11,421
+686
| +6% | +$42.9K | ﹤0.01% | 827 |
|
|
2023
Q1 | $670K | Buy |
10,735
+2,223
| +26% | +$139K | ﹤0.01% | 792 |
|
|
2022
Q4 | $522K | Buy |
8,512
+892
| +12% | +$54.7K | ﹤0.01% | 793 |
|
|
2022
Q3 | $428K | Buy |
7,620
+346
| +5% | +$19.4K | ﹤0.01% | 795 |
|
|
2022
Q2 | $460K | Buy |
7,274
+3,312
| +84% | +$209K | ﹤0.01% | 760 |
|
|
2022
Q1 | $277K | Buy |
3,962
+1,214
| +44% | +$84.9K | ﹤0.01% | 911 |
|
|
2021
Q4 | $183K | Buy |
+2,748
| New | +$183K | ﹤0.01% | 1062 |
|
|
2021
Q2 | $293K | Hold |
4,906
| – | – | ﹤0.01% | 788 |
|
|
2021
Q1 | $293K | Hold |
4,906
| – | – | ﹤0.01% | 788 |
|
|
2020
Q4 | $293K | Hold |
4,906
| – | – | ﹤0.01% | 788 |
|
|
2020
Q3 | $293K | Hold |
4,906
| – | – | ﹤0.01% | 788 |
|
|
2020
Q2 | $293K | Hold |
4,906
| – | – | ﹤0.01% | 788 |
|
|
2020
Q1 | $293K | Hold |
4,906
| – | – | ﹤0.01% | 788 |
|
|
2019
Q4 | $293K | Hold |
4,906
| – | – | ﹤0.01% | 788 |
|
|
2019
Q3 | $293K | Hold |
4,906
| – | – | ﹤0.01% | 788 |
|
|
2019
Q2 | $293K | Hold |
4,906
| – | – | ﹤0.01% | 788 |
|
|
2019
Q1 | $293K | Buy |
4,906
+3,254
| +197% | +$194K | ﹤0.01% | 788 |
|
|
2018
Q4 | $86K | Buy |
1,652
+531
| +47% | +$27.6K | ﹤0.01% | 761 |
|
|
2018
Q3 | $59K | Buy |
1,121
+1,091
| +3,637% | +$57.4K | ﹤0.01% | 716 |
|
|
2018
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 1403 |
|
|
2018
Q1 | $2K | Sell |
30
-299
| -91% | -$19.9K | ﹤0.01% | 1195 |
|
|
2017
Q4 | $17K | Buy |
329
+111
| +51% | +$5.74K | ﹤0.01% | 734 |
|
|
2017
Q3 | $10K | Buy |
218
+166
| +319% | +$7.62K | ﹤0.01% | 892 |
|
|
2017
Q2 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 1024 |
|
|
2017
Q1 | – | Sell |
-905
| Closed | -$40K | – | 1277 |
|
|
2016
Q4 | $40K | Sell |
905
-595
| -40% | -$26.3K | ﹤0.01% | 482 |
|
|
2016
Q3 | $63K | Hold |
1,500
| – | – | ﹤0.01% | 389 |
|
|
2016
Q2 | $70K | Buy |
+1,500
| New | +$70K | 0.01% | 342 |
|