Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.39K | Buy |
52
+13
| +33% | +$1.1K | ﹤0.01% | 431 |
|
|
2024
Q3 | $3.48K | Hold |
39
| – | – | ﹤0.01% | 362 |
|
|
2024
Q2 | $2.87K | Hold |
39
| – | – | ﹤0.01% | 375 |
|
|
2024
Q1 | $2.6K | Sell |
39
-567
| -94% | -$37.9K | ﹤0.01% | 412 |
|
|
2023
Q4 | $37.1K | Hold |
606
| – | – | 0.02% | 223 |
|
|
2023
Q3 | $34.5K | Hold |
606
| – | – | 0.02% | 223 |
|
|
2023
Q2 | $37.9K | Hold |
606
| – | – | 0.02% | 220 |
|
|
2023
Q1 | $37.8K | Hold |
606
| – | – | 0.02% | 220 |
|
|
2022
Q4 | $37.1K | Buy |
+606
| New | +$37.1K | 0.02% | 216 |
|
|
2022
Q1 | – | Sell |
-623
| Closed | -$42K | – | 455 |
|
|
2021
Q4 | $42K | Buy |
+623
| New | +$42K | 0.03% | 212 |
|