Innova Wealth Partners’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 | $274K | Sell |
3,250
-250
| -7% | -$21K | 0.16% | 80 |
|
|
2025
Q1 | $288K | Sell |
3,500
-100
| -3% | -$8.23K | 0.18% | 75 |
|
|
2024
Q4 | $304K | Buy |
+3,600
| New | +$304K | 0.19% | 71 |
|
|
2024
Q3 | – | Sell |
-4,000
| Closed | -$295K | – | 119 |
|
|
2024
Q2 | $295K | Sell |
4,000
-319
| -7% | -$23.5K | 0.21% | 63 |
|
|
2024
Q1 | $288K | Sell |
4,319
-181
| -4% | -$12.1K | 0.22% | 62 |
|
|
2023
Q4 | $275K | Hold |
4,500
| – | – | 0.24% | 55 |
|
|
2023
Q3 | $256K | Hold |
4,500
| – | – | 0.23% | 42 |
|
|
2023
Q2 | $282K | Hold |
4,500
| – | – | 0.24% | 46 |
|
|
2023
Q1 | $281K | Sell |
4,500
-200
| -4% | -$12.5K | 0.25% | 37 |
|
|
2022
Q4 | $288K | Hold |
4,700
| – | – | 0.25% | 39 |
|
|
2022
Q3 | $264K | Hold |
4,700
| – | – | 0.24% | 34 |
|
|
2022
Q2 | $297K | Hold |
4,700
| – | – | 0.25% | 35 |
|
|
2022
Q1 | $329K | Hold |
4,700
| – | – | 0.24% | 46 |
|
|
2021
Q4 | $314K | Sell |
4,700
-250
| -5% | -$16.7K | 0.22% | 49 |
|
|
2021
Q3 | $301K | Hold |
4,950
| – | – | 0.24% | 50 |
|
|
2021
Q2 | $296K | Hold |
4,950
| – | – | 0.23% | 51 |
|
|
2021
Q1 | $298K | Hold |
4,950
| – | – | 0.25% | 47 |
|
|
2020
Q4 | $289K | Buy |
+4,950
| New | +$289K | 0.27% | 46 |
|