IWA
IVC 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 | $913K | Sell |
10,851
-44
| -0.4% | -$3.7K | 0.45% | 47 |
|
|
2025
Q1 | $897K | Sell |
10,895
-357
| -3% | -$29.4K | 0.48% | 49 |
|
|
2024
Q4 | $951K | Sell |
11,252
-163
| -1% | -$13.8K | 0.53% | 40 |
|
|
2024
Q3 | $1.02M | Sell |
11,415
-1,499
| -12% | -$134K | 0.56% | 44 |
|
|
2024
Q2 | $952K | Sell |
12,914
-351
| -3% | -$25.9K | 0.53% | 44 |
|
|
2024
Q1 | $886K | Sell |
13,265
-334
| -2% | -$22.3K | 0.51% | 50 |
|
|
2023
Q4 | $832K | Buy |
13,599
+12
| +0.1% | +$734 | 0.52% | 48 |
|
|
2023
Q3 | $773K | Hold |
13,587
| – | – | 0.52% | 52 |
|
|
2023
Q2 | $851K | Sell |
13,587
-354
| -3% | -$22.2K | 0.54% | 51 |
|
|
2023
Q1 | $871K | Sell |
13,941
-872
| -6% | -$54.5K | 0.62% | 49 |
|
|
2022
Q4 | $908K | Sell |
14,813
-57
| -0.4% | -$3.49K | 0.67% | 43 |
|
|
2022
Q3 | $836K | Buy |
14,870
+21
| +0.1% | +$1.18K | 0.67% | 40 |
|
|
2022
Q2 | $940K | Sell |
14,849
-159
| -1% | -$10.1K | 0.73% | 39 |
|
|
2022
Q1 | $1.05M | Sell |
15,008
-112
| -0.7% | -$7.84K | 0.69% | 36 |
|
|
2021
Q4 | $1.01M | Sell |
15,120
-1,100
| -7% | -$73.4K | 0.65% | 40 |
|
|
2021
Q3 | $988K | Buy |
16,220
+1,001
| +7% | +$61K | 0.68% | 35 |
|
|
2021
Q2 | $909K | Sell |
15,219
-248
| -2% | -$14.8K | 0.64% | 42 |
|
|
2021
Q1 | $931K | Sell |
15,467
-357
| -2% | -$21.5K | 0.73% | 35 |
|
|
2020
Q4 | $923K | Buy |
+15,824
| New | +$923K | 0.88% | 30 |
|