Jackson Wealth Management’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
2020 Q1	–	Sell	-13,050	Closed	-$800K	–	149
2019 Q4	$800K	Buy	13,050 +690	+6%	+$41.8K	0.13%	120
2019 Q3	$760K	Buy	12,360 +1,314	+12%	+$78.5K	0.16%	103
2019 Q2	$658K	Buy	11,046 +875	+9%	+$52.1K	0.14%	87
2019 Q1	$604K	Buy	+10,171	New	+$569K	0.15%	81
2018 Q1	–	Sell	-14,154	Closed	-$702K	–	98
2017 Q4	$702K	Sell	14,154 -153	-1%	-$7.71K	0.18%	85
2017 Q3	$690K	Buy	14,307 +3,475	+32%	+$157K	0.19%	76
2017 Q2	$490K	Buy	+10,832	New	+$479K	0.16%	73
2015 Q4	–	Sell	-44,853	Closed	-$1.89M	–	102
2015 Q3	$1.89M	Sell	44,853 -3,053	-6%	-$125K	0.68%	41
2015 Q2	$1.88M	Sell	47,906 -3,127	-6%	-$130K	0.64%	40
2015 Q1	$2.14M	Sell	51,033 -3,076	-6%	-$128K	0.69%	38
2014 Q4	$2.24M	Buy	+54,109	New	+$2.18M	0.73%	38