Core 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,226
| Closed | -$827K | – | 169 |
|
|
2024
Q2 | $827K | Hold |
11,226
| – | – | 0.57% | 41 |
|
|
2024
Q1 | $750K | Hold |
11,226
| – | – | 0.57% | 44 |
|
|
2023
Q4 | $686K | Hold |
11,226
| – | – | 0.56% | 41 |
|
|
2023
Q3 | $639K | Hold |
11,226
| – | – | 0.58% | 40 |
|
|
2023
Q2 | $703K | Hold |
11,226
| – | – | 0.65% | 38 |
|
|
2023
Q1 | $701K | Buy |
+11,226
| New | +$701K | 0.7% | 37 |
|