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
2025
Q2
$913K Sell
2025
Q1
$897K Sell
2024
Q4
$951K Sell
2024
Q3
$1.02M Sell
2024
Q2
$952K Sell
2024
Q1
$886K Sell
2023
Q4
$832K Buy
2023
Q3
$773K Hold
2023
Q2
$851K Sell
2023
Q1
$871K Sell
2022
Q4
$908K Sell
2022
Q3
$836K Buy
2022
Q2
$940K Sell
2022
Q1
$1.05M Sell
2021
Q4
$1.01M Sell
2021
Q3
$988K Buy
2021
Q2
$909K Sell
2021
Q1
$931K Sell
2020
Q4
$923K Buy