CPWA
Cerro Pacific Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
12,678
+427
| +3% | +$35.9K | 0.3% | 66 |
|
|
2025
Q1 | $1.04M | Hold |
12,251
| – | – | 0.34% | 64 |
|
|
2024
Q4 | $1.09M | Sell |
12,251
-466
| -4% | -$41.6K | 0.36% | 63 |
|
|
2024
Q3 | $937K | Hold |
12,717
| – | – | 0.35% | 65 |
|
|
2024
Q2 | $937K | Buy |
+12,717
| New | +$937K | 0.36% | 66 |
|
|
2023
Q1 | $640K | Buy |
10,244
+4,587
| +81% | +$286K | 0.35% | 72 |
|
|
2022
Q4 | $347K | Buy |
+5,657
| New | +$347K | 0.18% | 122 |
|