Exencial Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $411K | Sell |
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|
2025
Q2 | $427K | Sell |
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|
2025
Q1 | $454K | Buy |
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|
2024
Q4 | $464K | Buy |
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|
2024
Q3 | $485K | Buy |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $347K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $625K | Sell |
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|
2014
Q1 | $771K | Sell |
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|
2013
Q4 | $920K | Sell |
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|
2013
Q3 | $1.08M | Sell |
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|
2013
Q2 | $1.17M | Buy |
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