Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.87K | Buy |
117
+1
| +0.9% | +$84 | ﹤0.01% | 422 |
|
|
2025
Q1 | $9.58K | Hold |
116
| – | – | ﹤0.01% | 421 |
|
|
2024
Q4 | $9.76K | Sell |
116
-499
| -81% | -$42K | ﹤0.01% | 444 |
|
|
2024
Q3 | $54.8K | Buy |
615
+501
| +439% | +$44.7K | ﹤0.01% | 319 |
|
|
2024
Q2 | $8.4K | Buy |
114
+2
| +2% | +$147 | ﹤0.01% | 431 |
|
|
2024
Q1 | $7.48K | Buy |
+112
| New | +$7.48K | ﹤0.01% | 450 |
|
|
2022
Q3 | – | Sell |
-282
| Closed | -$18K | – | 564 |
|
|
2022
Q2 | $18K | Hold |
282
| – | – | ﹤0.01% | 430 |
|
|
2022
Q1 | $20K | Hold |
282
| – | – | ﹤0.01% | 396 |
|
|
2021
Q4 | $19K | Buy |
+282
| New | +$19K | ﹤0.01% | 415 |
|
|
2020
Q1 | – | Sell |
-23
| Closed | -$1.36K | – | 546 |
|
|
2019
Q4 | $1.36K | Buy |
+23
| New | +$1.36K | ﹤0.01% | 631 |
|
|
2019
Q3 | – | Sell |
-57
| Closed | -$3.35K | – | 461 |
|
|
2019
Q2 | $3.35K | Hold |
57
| – | – | ﹤0.01% | 427 |
|
|
2019
Q1 | $3.39K | Buy |
+57
| New | +$3.39K | ﹤0.01% | 395 |
|