GGM 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
Q1 | – | Sell |
-4,563
| Closed | -$263K | – | 144 |
|
|
2023
Q4 | $263K | Buy |
4,563
+5
| +0.1% | +$288 | 0.11% | 121 |
|
|
2023
Q3 | $259K | Hold |
4,558
| – | – | 0.11% | 120 |
|
|
2023
Q2 | $287K | Buy |
+4,558
| New | +$287K | 0.12% | 114 |
|
|
2023
Q1 | – | Sell |
-4,553
| Closed | -$285K | – | 111 |
|
|
2022
Q4 | $285K | Buy |
4,553
+2
| +0% | +$125 | 0.15% | 101 |
|
|
2022
Q3 | $255K | Buy |
4,551
+202
| +5% | +$11.3K | 0.14% | 112 |
|
|
2022
Q2 | $268K | Buy |
4,349
+2
| +0% | +$123 | 0.15% | 110 |
|
|
2022
Q1 | $317K | Buy |
+4,347
| New | +$317K | 0.16% | 111 |
|