EWM
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Evermay Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Evermay Wealth Management’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6
Closed -$367 – 701
2023
Q4 		$367 Buy
+6
New +$369 ﹤0.01% 603

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Evermay Wealth Management's PEG Position: Q1 2024 in Review

Evermay Wealth Management sold out of Public Service Enterprise Group (PEG) in Q1 2024, closing a stake of 6 shares — an estimated $367 sold.

Evermay Wealth Management first reported a position in PEG in Q4 2023 and held it in 1 quarter. The position peaked at $367 in Q4 2023. 1,020 funds tracked by Wall St. Rank hold PEG as of Q1 2024.

  • Evermay Wealth Management reported no remaining Public Service Enterprise Group position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 6 Public Service Enterprise Group shares in Q1 2024, an estimated $367.
  • Evermay Wealth Management first reported a position in Public Service Enterprise Group in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Public Service Enterprise Group position peaked at $367 in Q4 2023.
  • 1,020 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.