Coppell Advisory Solutions’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
Q1 | – | Sell |
-137
| Closed | -$11.6K | – | 1418 |
|
|
2024
Q4 | $11.6K | Sell |
137
-15
| -10% | -$1.27K | ﹤0.01% | 1060 |
|
|
2024
Q3 | $13.4K | Buy |
152
+15
| +11% | +$1.32K | ﹤0.01% | 997 |
|
|
2024
Q2 | $10.1K | Buy |
+137
| New | +$10.1K | ﹤0.01% | 999 |
|
|
2023
Q4 | $96K | Buy |
+1,570
| New | +$96K | 0.02% | 371 |
|
|
2023
Q3 | – | Sell |
-10
| Closed | -$618 | – | 1454 |
|
|
2023
Q2 | $618 | Buy |
+10
| New | +$618 | ﹤0.01% | 1214 |
|