Coastal Bridge 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 | $787K | Buy |
9,344
+87
| +0.9% | +$7.32K | 0.06% | 230 |
|
|
2025
Q1 | $762K | Buy |
+9,257
| New | +$762K | 0.19% | 123 |
|
|
2020
Q3 | – | Sell |
-4,196
| Closed | -$206K | – | 143 |
|
|
2020
Q2 | $206K | Sell |
4,196
-775
| -16% | -$38K | 0.07% | 119 |
|
|
2020
Q1 | $223K | Buy |
+4,971
| New | +$223K | 0.08% | 110 |
|
|
2019
Q4 | – | Sell |
-4,227
| Closed | -$262K | – | 144 |
|
|
2019
Q3 | $262K | Buy |
+4,227
| New | +$262K | 0.09% | 110 |
|