Financial Gravity Asset Management’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-10
| Closed | -$647 | – | 2212 |
|
2024
Q1 | $647 | Buy |
+10
| New | +$647 | ﹤0.01% | 1321 |
|
2023
Q3 | – | Sell |
-63
| Closed | -$627 | – | 1621 |
|
2023
Q2 | $627 | Buy |
+63
| New | +$627 | ﹤0.01% | 951 |
|
2023
Q1 | – | Sell |
-61
| Closed | -$594 | – | 1507 |
|
2022
Q4 | $594 | Buy |
+61
| New | +$594 | ﹤0.01% | 779 |
|
2020
Q2 | – | Sell |
-8
| Closed | -$372 | – | 638 |
|
2020
Q1 | $372 | Sell |
8
-7
| -47% | -$326 | ﹤0.01% | 605 |
|
2019
Q4 | $59K | Sell |
15
-59
| -80% | -$232K | 0.04% | 552 |
|
2019
Q3 | $5K | Buy |
74
+41
| +124% | +$2.77K | ﹤0.01% | 704 |
|
2019
Q2 | $2K | Sell |
33
-90
| -73% | -$5.46K | ﹤0.01% | 928 |
|
2019
Q1 | $7K | Buy |
+123
| New | +$7K | 0.01% | 632 |
|
2018
Q3 | $8K | Buy |
136
+4
| +3% | +$235 | 0.01% | 625 |
|
2018
Q2 | $7K | Sell |
132
-641
| -83% | -$34K | 0.01% | 658 |
|
2018
Q1 | $40K | Buy |
+773
| New | +$40K | 0.04% | 373 |
|