Crewe 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-5
| Closed | -$447 | – | 761 |
|
2024
Q3 | $447 | Buy |
+5
| New | +$447 | ﹤0.01% | 669 |
|
2023
Q4 | – | Sell |
-17
| Closed | -$968 | – | 621 |
|
2023
Q3 | $968 | Buy |
17
+8
| +89% | +$456 | ﹤0.01% | 365 |
|
2023
Q2 | $564 | Sell |
9
-69
| -88% | -$4.32K | ﹤0.01% | 620 |
|
2023
Q1 | $4.87K | Hold |
78
| – | – | ﹤0.01% | 639 |
|
2022
Q4 | $4.78K | Sell |
78
-202
| -72% | -$12.4K | ﹤0.01% | 683 |
|
2022
Q3 | $16K | Buy |
280
+103
| +58% | +$5.89K | ﹤0.01% | 531 |
|
2022
Q2 | $11K | Buy |
+177
| New | +$11K | ﹤0.01% | 571 |
|
2020
Q4 | – | Sell |
-27
| Closed | -$1K | – | 597 |
|
2020
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 601 |
|
2019
Q3 | – | Sell |
-13
| Closed | -$1K | – | 290 |
|
2019
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 292 |
|
2019
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 239 |
|