GW
GW & Wade’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $272K | Sell |
4,443
-786
| -15% | -$48.1K | 0.01% | 355 |
|
|
2023
Q3 | $298K | Buy |
+5,229
| New | +$298K | 0.01% | 323 |
|
|
2020
Q1 | – | Sell |
-5,777
| Closed | -$341K | – | 238 |
|
|
2019
Q4 | $341K | Buy |
5,777
+36
| +0.6% | +$2.13K | 0.03% | 185 |
|
|
2019
Q3 | $356K | Buy |
5,741
+34
| +0.6% | +$2.11K | 0.03% | 169 |
|
|
2019
Q2 | $336K | Buy |
5,707
+34
| +0.6% | +$2K | 0.03% | 175 |
|
|
2019
Q1 | $337K | Buy |
+5,673
| New | +$337K | 0.03% | 176 |
|
|
2016
Q3 | – | Sell |
-4,477
| Closed | -$209K | – | 244 |
|
|
2016
Q2 | $209K | Buy |
+4,477
| New | +$209K | 0.04% | 217 |
|
|
2015
Q3 | – | Sell |
-6,980
| Closed | -$274K | – | 238 |
|
|
2015
Q2 | $274K | Hold |
6,980
| – | – | 0.05% | 194 |
|
|
2015
Q1 | $293K | Buy |
6,980
+287
| +4% | +$12K | 0.06% | 192 |
|
|
2014
Q4 | $277K | Buy |
+6,693
| New | +$277K | 0.07% | 108 |
|