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Independent Solutions Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Independent Solutions Wealth Management’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,889
Closed -$525K – 142
2019
Q4 		$525K Buy
+8,889
New +$539K 0.23% 87

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Independent Solutions Wealth Management's PEG Position: Q1 2020 in Review

Independent Solutions Wealth Management sold out of Public Service Enterprise Group (PEG) in Q1 2020, closing a stake of 8,889 shares — an estimated $525K sold.

Independent Solutions Wealth Management first reported a position in PEG in Q4 2019 and held it in 1 quarter. The position peaked at $525K in Q4 2019. 815 funds tracked by Wall St. Rank hold PEG as of Q1 2020.

  • Independent Solutions Wealth Management reported no remaining Public Service Enterprise Group position as of Q1 2020 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 8,889 Public Service Enterprise Group shares in Q1 2020, an estimated $525K.
  • Independent Solutions Wealth Management first reported a position in Public Service Enterprise Group in Q4 2019 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Public Service Enterprise Group position peaked at $525K in Q4 2019.
  • 815 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2020.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2020, filed 19 Dec 2024.