IVC Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $763K | Sell |
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2025
Q2 | $913K | Sell |
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2025
Q1 | $897K | Sell |
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2024
Q4 | $951K | Sell |
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2024
Q3 | $1.02M | Sell |
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2024
Q2 | $952K | Sell |
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2024
Q1 | $886K | Sell |
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2023
Q4 | $832K | Buy |
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2023
Q3 | $773K | Hold |
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2023
Q2 | $851K | Sell |
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2023
Q1 | $871K | Sell |
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2022
Q4 | $908K | Sell |
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2022
Q3 | $836K | Buy |
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2022
Q2 | $940K | Sell |
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2022
Q1 | $1.05M | Sell |
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2021
Q4 | $1.01M | Sell |
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2021
Q3 | $988K | Buy |
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2021
Q2 | $909K | Sell |
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2021
Q1 | $931K | Sell |
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2020
Q4 | $923K | Buy |
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