EverSource Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
3,091
-81
| -3% | -$6.82K | 0.01% | 739 |
|
|
2025
Q1 | $261K | Buy |
3,172
+678
| +27% | +$55.8K | 0.01% | 570 |
|
|
2024
Q4 | $211K | Buy |
2,494
+881
| +55% | +$74.4K | 0.01% | 633 |
|
|
2024
Q3 | $144K | Buy |
1,613
+311
| +24% | +$27.7K | 0.01% | 667 |
|
|
2024
Q2 | $104K | Buy |
1,302
+19
| +1% | +$1.52K | 0.01% | 780 |
|
|
2024
Q1 | $88.6K | Buy |
1,283
+432
| +51% | +$29.8K | 0.01% | 755 |
|
|
2023
Q4 | $52K | Sell |
851
-64
| -7% | -$3.91K | ﹤0.01% | 884 |
|
|
2023
Q3 | $52.1K | Sell |
915
-237
| -21% | -$13.5K | 0.01% | 790 |
|
|
2023
Q2 | $72.1K | Sell |
1,152
-35
| -3% | -$2.19K | 0.01% | 698 |
|
|
2023
Q1 | $74.1K | Buy |
1,187
+145
| +14% | +$9.06K | 0.01% | 646 |
|
|
2022
Q4 | $63.8K | Buy |
1,042
+90
| +9% | +$5.51K | 0.01% | 648 |
|
|
2022
Q3 | $54K | Buy |
952
+311
| +49% | +$17.6K | 0.01% | 616 |
|
|
2022
Q2 | $41K | Buy |
641
+46
| +8% | +$2.94K | 0.01% | 671 |
|
|
2022
Q1 | $42K | Sell |
595
-97
| -14% | -$6.85K | 0.01% | 500 |
|
|
2021
Q4 | $45K | Buy |
+692
| New | +$45K | 0.01% | 448 |
|