Financial Synergies Wealth Advisors’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 |
-331
| Closed | -$22.1K | – | 346 |
|
|
2024
Q1 | $22.1K | Buy |
331
+325
| +5,417% | +$21.7K | ﹤0.01% | 183 |
|
|
2023
Q4 | $368 | Sell |
6
-322
| -98% | -$19.7K | ﹤0.01% | 402 |
|
|
2023
Q3 | $18.7K | Buy |
328
+2
| +0.6% | +$114 | ﹤0.01% | 184 |
|
|
2023
Q2 | $20.4K | Buy |
326
+2
| +0.6% | +$125 | ﹤0.01% | 165 |
|
|
2023
Q1 | $20.2K | Buy |
324
+318
| +5,300% | +$19.9K | ﹤0.01% | 174 |
|
|
2022
Q4 | $368 | Hold |
6
| – | – | ﹤0.01% | 402 |
|
|
2022
Q3 | $338 | Hold |
6
| – | – | ﹤0.01% | 404 |
|
|
2022
Q2 | $380 | Buy |
+6
| New | +$380 | ﹤0.01% | 400 |
|