GoalVest Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3K | Buy |
360
+225
| +167% | +$18.9K | 0.01% | 247 |
|
|
2025
Q1 | $11.1K | Buy |
135
+5
| +4% | +$412 | ﹤0.01% | 262 |
|
|
2024
Q4 | $11K | Hold |
130
| – | – | ﹤0.01% | 278 |
|
|
2024
Q3 | $11.6K | Buy |
+130
| New | +$11.6K | ﹤0.01% | 309 |
|
|
2024
Q2 | – | Sell |
-250
| Closed | -$16.7K | – | 394 |
|
|
2024
Q1 | $16.7K | Buy |
250
+30
| +14% | +$2K | 0.01% | 279 |
|
|
2023
Q4 | $13.5K | Buy |
+220
| New | +$13.5K | 0.01% | 239 |
|
|
2022
Q2 | – | Sell |
-11
| Closed | -$1K | – | 485 |
|
|
2022
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 354 |
|