EWS
Evergreen Wealth Solutions’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,862
| Closed | -$612K | – | 112 |
|
|
2024
Q3 | $612K | Sell |
6,862
-2,235
| -25% | -$199K | 0.42% | 47 |
|
|
2024
Q2 | $670K | Sell |
9,097
-600
| -6% | -$44.2K | 0.48% | 43 |
|
|
2024
Q1 | $648K | Buy |
9,697
+159
| +2% | +$10.6K | 0.48% | 48 |
|
|
2023
Q4 | $583K | Buy |
9,538
+537
| +6% | +$32.8K | 0.5% | 47 |
|
|
2023
Q3 | $512K | Sell |
9,001
-259
| -3% | -$14.7K | 0.52% | 57 |
|
|
2023
Q2 | $580K | Buy |
9,260
+707
| +8% | +$44.3K | 0.58% | 53 |
|
|
2023
Q1 | $534K | Buy |
8,553
+874
| +11% | +$54.6K | 0.62% | 51 |
|
|
2022
Q4 | $471K | Buy |
7,679
+360
| +5% | +$22.1K | 0.62% | 53 |
|
|
2022
Q3 | $412K | Buy |
7,319
+1,535
| +27% | +$86.4K | 0.58% | 55 |
|
|
2022
Q2 | $366K | Buy |
5,784
+195
| +3% | +$12.3K | 0.45% | 71 |
|
|
2022
Q1 | $391K | Sell |
5,589
-234
| -4% | -$16.4K | 0.38% | 63 |
|
|
2021
Q4 | $389K | Buy |
+5,823
| New | +$389K | 0.35% | 61 |
|