EWM
Edge Wealth Management’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
119,809
+1,676
| +1% | +$141K | 1.94% | 20 |
|
|
2025
Q1 | $9.72M | Buy |
118,133
+2,556
| +2% | +$210K | 1.97% | 22 |
|
|
2024
Q4 | $9.77M | Sell |
115,577
-1,271
| -1% | -$107K | 1.98% | 19 |
|
|
2024
Q3 | $10.4M | Sell |
116,848
-439
| -0.4% | -$39.2K | 2.09% | 21 |
|
|
2024
Q2 | $8.64M | Sell |
117,287
-3,139
| -3% | -$231K | 1.82% | 21 |
|
|
2024
Q1 | $8.04M | Buy |
120,426
+1,068
| +0.9% | +$71.3K | 1.69% | 22 |
|
|
2023
Q4 | $7.3M | Buy |
119,358
+750
| +0.6% | +$45.9K | 1.6% | 24 |
|
|
2023
Q3 | $6.75M | Buy |
118,608
+4,205
| +4% | +$239K | 1.58% | 23 |
|
|
2023
Q2 | $7.16M | Buy |
114,403
+5,811
| +5% | +$364K | 1.56% | 24 |
|
|
2023
Q1 | $6.78M | Sell |
108,592
-2,219
| -2% | -$139K | 1.56% | 24 |
|
|
2022
Q4 | $6.74M | Sell |
110,811
-15,910
| -13% | -$967K | 1.57% | 23 |
|
|
2022
Q3 | $7.15M | Buy |
126,721
+3,073
| +2% | +$173K | 1.58% | 24 |
|
|
2022
Q2 | $7.82M | Sell |
123,648
-516
| -0.4% | -$32.7K | 1.69% | 23 |
|
|
2022
Q1 | $8.69M | Buy |
124,164
+1,311
| +1% | +$91.8K | 1.71% | 24 |
|
|
2021
Q4 | $8.2M | Buy |
122,853
+2,302
| +2% | +$154K | 1.5% | 24 |
|
|
2021
Q3 | $7.34M | Buy |
120,551
+7,833
| +7% | +$477K | 1.43% | 24 |
|
|
2021
Q2 | $6.72M | Buy |
112,718
+604
| +0.5% | +$36K | 1.37% | 24 |
|
|
2021
Q1 | $6.75M | Sell |
112,114
-33,668
| -23% | -$2.03M | 1.43% | 27 |
|
|
2020
Q4 | $8.45M | Buy |
145,782
+37,898
| +35% | +$2.2M | 1.92% | 19 |
|
|
2020
Q3 | $5.92M | Buy |
+107,884
| New | +$5.92M | 1.36% | 28 |
|