Joel Isaacson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,907
| Closed | -$222K | – | 319 |
|
|
2023
Q3 | $222K | Buy |
+3,907
| New | +$222K | 0.02% | 283 |
|
|
2017
Q1 | – | Sell |
-98
| Closed | -$4K | – | 432 |
|
|
2016
Q4 | $4K | Hold |
98
| – | – | ﹤0.01% | 577 |
|
|
2016
Q3 | $4K | Sell |
98
-236
| -71% | -$9.63K | ﹤0.01% | 639 |
|
|
2016
Q2 | $16K | Hold |
334
| – | – | ﹤0.01% | 492 |
|
|
2016
Q1 | $16K | Hold |
334
| – | – | ﹤0.01% | 518 |
|
|
2015
Q4 | $13K | Buy |
334
+98
| +42% | +$3.81K | ﹤0.01% | 520 |
|
|
2015
Q3 | $10K | Buy |
+236
| New | +$10K | ﹤0.01% | 572 |
|