Concord Wealth Partners’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 | $25.3K | Hold |
300
| – | – | ﹤0.01% | 438 |
|
|
2025
Q1 | $24.7K | Hold |
300
| – | – | ﹤0.01% | 411 |
|
|
2024
Q4 | $25.3K | Hold |
300
| – | – | ﹤0.01% | 422 |
|
|
2024
Q3 | $26.8K | Hold |
300
| – | – | ﹤0.01% | 428 |
|
|
2024
Q2 | $22.1K | Hold |
300
| – | – | ﹤0.01% | 413 |
|
|
2024
Q1 | $20K | Sell |
300
-100
| -25% | -$6.68K | ﹤0.01% | 487 |
|
|
2023
Q4 | $24.5K | Hold |
400
| – | – | ﹤0.01% | 451 |
|
|
2023
Q3 | $22.8K | Hold |
400
| – | – | ﹤0.01% | 489 |
|
|
2023
Q2 | $25K | Hold |
400
| – | – | 0.01% | 470 |
|
|
2023
Q1 | $25K | Hold |
400
| – | – | 0.01% | 456 |
|
|
2022
Q4 | $24.5K | Buy |
+400
| New | +$24.5K | 0.01% | 493 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$25K | – | 841 |
|
|
2022
Q2 | $25K | Hold |
400
| – | – | 0.01% | 500 |
|
|
2022
Q1 | $28K | Hold |
400
| – | – | 0.01% | 562 |
|
|
2021
Q4 | $27K | Hold |
400
| – | – | 0.01% | 577 |
|
|
2021
Q3 | $24K | Hold |
400
| – | – | 0.01% | 351 |
|
|
2021
Q2 | $24K | Sell |
400
-12
| -3% | -$720 | 0.01% | 470 |
|
|
2021
Q1 | $25K | Buy |
412
+3
| +0.7% | +$182 | 0.01% | 441 |
|
|
2020
Q4 | $24K | Buy |
+409
| New | +$24K | 0.02% | 289 |
|