IWA
IBEX Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Buy |
10,521
+24
| +0.2% | +$2.02K | 0.09% | 116 |
|
|
2025
Q1 | $864K | Buy |
10,497
+25
| +0.2% | +$2.06K | 0.11% | 107 |
|
|
2024
Q4 | $885K | Buy |
+10,472
| New | +$885K | 0.1% | 118 |
|
|
2024
Q3 | – | Sell |
-524
| Closed | -$38.6K | – | 221 |
|
|
2024
Q2 | $38.6K | Buy |
+524
| New | +$38.6K | 0.01% | 171 |
|
|
2022
Q1 | – | Sell |
-3,069
| Closed | -$205K | – | 199 |
|
|
2021
Q4 | $205K | Buy |
+3,069
| New | +$205K | 0.04% | 180 |
|
|
2021
Q1 | – | Sell |
-80,777
| Closed | -$4.71M | – | 124 |
|
|
2020
Q4 | $4.71M | Buy |
80,777
+1,347
| +2% | +$78.5K | 1.23% | 28 |
|
|
2020
Q3 | $4.36M | Buy |
79,430
+407
| +0.5% | +$22.3K | 1.27% | 29 |
|
|
2020
Q2 | $3.88M | Sell |
79,023
-3,133
| -4% | -$154K | 1.25% | 27 |
|
|
2020
Q1 | $3.69M | Buy |
+82,156
| New | +$3.69M | 1.44% | 26 |
|
|
2019
Q3 | – | Sell |
-188
| Closed | -$11K | – | 272 |
|
|
2019
Q2 | $11K | Buy |
+188
| New | +$11K | ﹤0.01% | 302 |
|
|
2017
Q4 | – | Sell |
-5,050
| Closed | -$240K | – | 122 |
|
|
2017
Q3 | $240K | Buy |
5,050
+33
| +0.7% | +$1.57K | 0.09% | 117 |
|
|
2017
Q2 | $210K | Buy |
+5,017
| New | +$210K | 0.08% | 122 |
|
|
2017
Q1 | – | Sell |
-1,182
| Closed | -$52K | – | 286 |
|
|
2016
Q4 | $52K | Buy |
+1,182
| New | +$52K | 0.02% | 173 |
|