Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Hold |
6,870
| – | – | 0.07% | 203 |
|
|
2025
Q1 | $565K | Sell |
6,870
-11
| -0.2% | -$905 | 0.08% | 187 |
|
|
2024
Q4 | $581K | Buy |
+6,881
| New | +$581K | 0.09% | 178 |
|
|
2022
Q1 | $465K | Sell |
6,640
-2,372
| -26% | -$166K | 0.09% | 183 |
|
|
2021
Q4 | $601K | Buy |
9,012
+2,435
| +37% | +$162K | 0.1% | 182 |
|
|
2021
Q3 | $401K | Hold |
6,577
| – | – | 0.09% | 189 |
|
|
2021
Q2 | $393K | Hold |
6,577
| – | – | 0.09% | 193 |
|
|
2021
Q1 | $396K | Sell |
6,577
-2,485
| -27% | -$150K | 0.13% | 119 |
|
|
2020
Q4 | $528K | Buy |
9,062
+2,485
| +38% | +$145K | 0.15% | 124 |
|
|
2020
Q3 | $361K | Sell |
6,577
-5,721
| -47% | -$314K | 0.12% | 124 |
|
|
2020
Q2 | $605K | Buy |
12,298
+2,096
| +21% | +$103K | 0.19% | 90 |
|
|
2020
Q1 | $458K | Buy |
+10,202
| New | +$458K | 0.2% | 77 |
|
|
2019
Q4 | – | Sell |
-10,202
| Closed | -$633K | – | 665 |
|
|
2019
Q3 | $633K | Buy |
+10,202
| New | +$633K | 0.21% | 88 |
|