Copperwynd Financial’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $922K | Buy |
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|
2025
Q1 | $896K | Buy |
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|
2024
Q4 | $905K | Buy |
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|
2024
Q3 | $943K | Buy |
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|
2024
Q2 | $834K | Buy |
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|
2024
Q1 | $643K | Buy |
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|
2023
Q4 | $570K | Buy |
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|
2023
Q3 | $518K | Sell |
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|
2023
Q2 | $580K | Buy |
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|
2023
Q1 | $564K | Buy |
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|
2022
Q4 | $550K | Buy |
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|
2022
Q3 | $505K | Sell |
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|
2022
Q2 | $584K | Sell |
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|
2022
Q1 | $659K | Buy |
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|
2021
Q4 | $600K | Buy |
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|
2021
Q3 | $516K | Buy |
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|
2021
Q2 | $493K | Buy |
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|
2021
Q1 | $484K | Buy |
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|
2020
Q4 | $457K | Sell |
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|
2020
Q3 | $444K | Sell |
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|
2020
Q2 | $404K | Sell |
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|
2020
Q1 | $392K | Sell |
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|
2019
Q4 | $525K | Buy |
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|
2019
Q3 | $512K | Buy |
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|
2019
Q2 | $425K | Buy |
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|
2019
Q1 | $414K | Buy |
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|
2018
Q4 | $346K | Buy |
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|
2018
Q3 | $338K | Buy |
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|
2018
Q2 | $334K | Buy |
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|
2018
Q1 | $306K | Buy |
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|
2017
Q4 | $284K | Buy |
|