IHT 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 | $670K | Buy |
7,958
+169
| +2% | +$14.2K | 0.02% | 615 |
|
|
2025
Q1 | $641K | Sell |
7,789
-105
| -1% | -$8.64K | 0.02% | 597 |
|
|
2024
Q4 | $667K | Sell |
7,894
-1,777
| -18% | -$150K | 0.02% | 590 |
|
|
2024
Q3 | $866K | Buy |
9,671
+2,106
| +28% | +$189K | 0.02% | 536 |
|
|
2024
Q2 | $558K | Buy |
7,565
+57
| +0.8% | +$4.2K | 0.02% | 605 |
|
|
2024
Q1 | $501K | Sell |
7,508
-971
| -11% | -$64.8K | 0.02% | 640 |
|
|
2023
Q4 | $518K | Sell |
8,479
-1,295
| -13% | -$79.2K | 0.02% | 585 |
|
|
2023
Q3 | $556K | Sell |
9,774
-103
| -1% | -$5.86K | 0.03% | 520 |
|
|
2023
Q2 | $618K | Buy |
9,877
+292
| +3% | +$18.3K | 0.03% | 477 |
|
|
2023
Q1 | $599K | Buy |
9,585
+1,524
| +19% | +$95.2K | 0.03% | 451 |
|
|
2022
Q4 | $494K | Sell |
8,061
-433
| -5% | -$26.5K | 0.03% | 498 |
|
|
2022
Q3 | $478K | Buy |
8,494
+1,845
| +28% | +$104K | 0.04% | 466 |
|
|
2022
Q2 | $421K | Buy |
6,649
+35
| +0.5% | +$2.22K | 0.04% | 434 |
|
|
2022
Q1 | $463K | Buy |
6,614
+108
| +2% | +$7.56K | 0.04% | 433 |
|
|
2021
Q4 | $434K | Sell |
6,506
-192
| -3% | -$12.8K | 0.03% | 481 |
|
|
2021
Q3 | $408K | Sell |
6,698
-772
| -10% | -$47K | 0.03% | 496 |
|
|
2021
Q2 | $446K | Buy |
7,470
+291
| +4% | +$17.4K | 0.03% | 565 |
|
|
2021
Q1 | $432K | Buy |
7,179
+218
| +3% | +$13.1K | 0.03% | 506 |
|
|
2020
Q4 | $406K | Buy |
6,961
+366
| +6% | +$21.3K | 0.03% | 478 |
|
|
2020
Q3 | $362K | Buy |
6,595
+1,374
| +26% | +$75.4K | 0.04% | 427 |
|
|
2020
Q2 | $257K | Sell |
5,221
-4,919
| -49% | -$242K | 0.04% | 450 |
|
|
2020
Q1 | $455K | Sell |
10,140
-65
| -0.6% | -$2.92K | 0.07% | 300 |
|
|
2019
Q4 | $603K | Buy |
10,205
+5,427
| +114% | +$321K | 0.07% | 295 |
|
|
2019
Q3 | $297K | Buy |
4,778
+1,315
| +38% | +$81.7K | 0.04% | 433 |
|
|
2019
Q2 | $204K | Sell |
3,463
-1,286
| -27% | -$75.8K | 0.03% | 491 |
|
|
2019
Q1 | $282K | Buy |
+4,749
| New | +$282K | 0.05% | 376 |
|
|
2018
Q2 | – | Sell |
-540
| Closed | -$27K | – | 1076 |
|
|
2018
Q1 | $27K | Hold |
540
| – | – | 0.01% | 880 |
|
|
2017
Q4 | $27K | Hold |
540
| – | – | 0.01% | 902 |
|
|
2017
Q3 | $26K | Sell |
540
-102
| -16% | -$4.91K | 0.01% | 696 |
|
|
2017
Q2 | $131 | Buy |
642
+202
| +46% | +$41 | 0.06% | 296 |
|
|
2017
Q1 | $20K | Hold |
440
| – | – | 0.01% | 664 |
|
|
2016
Q4 | $19K | Buy |
+440
| New | +$19K | 0.01% | 657 |
|