Invictus Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,251
| Closed | -$201K | – | 81 |
|
|
2024
Q3 | $201K | Buy |
+2,251
| New | +$201K | 0.02% | 84 |
|
|
2023
Q3 | – | Sell |
-3,483
| Closed | -$218K | – | 93 |
|
|
2023
Q2 | $218K | Sell |
3,483
-171
| -5% | -$10.7K | 0.02% | 87 |
|
|
2023
Q1 | $228K | Sell |
3,654
-93
| -2% | -$5.81K | 0.03% | 84 |
|
|
2022
Q4 | $230K | Buy |
+3,747
| New | +$230K | 0.03% | 84 |
|