Cassaday & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Hold |
3,786
| – | – | 0.01% | 259 |
|
|
2025
Q1 | $312K | Sell |
3,786
-1,500
| -28% | -$123K | 0.01% | 250 |
|
|
2024
Q4 | $447K | Sell |
5,286
-1,500
| -22% | -$127K | 0.01% | 206 |
|
|
2024
Q3 | $605K | Sell |
6,786
-249
| -4% | -$22.2K | 0.02% | 164 |
|
|
2024
Q2 | $518K | Buy |
7,035
+79
| +1% | +$5.82K | 0.02% | 167 |
|
|
2024
Q1 | $465K | Buy |
6,956
+173
| +3% | +$11.6K | 0.02% | 175 |
|
|
2023
Q4 | $415K | Hold |
6,783
| – | – | 0.01% | 173 |
|
|
2023
Q3 | $386K | Sell |
6,783
-300
| -4% | -$17.1K | 0.02% | 168 |
|
|
2023
Q2 | $443K | Buy |
7,083
+300
| +4% | +$18.8K | 0.02% | 164 |
|
|
2023
Q1 | $424K | Buy |
6,783
+1,072
| +19% | +$66.9K | 0.02% | 169 |
|
|
2022
Q4 | $350K | Buy |
+5,711
| New | +$350K | 0.02% | 178 |
|