Kingswood Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Sell |
3,004
-1,950
| -39% | -$164K | 0.02% | 620 |
|
|
2025
Q1 | $408K | Sell |
4,954
-28
| -0.6% | -$2.3K | 0.04% | 452 |
|
|
2024
Q4 | $421K | Buy |
+4,982
| New | +$421K | 0.03% | 496 |
|
|
2024
Q3 | – | Sell |
-6,261
| Closed | -$461K | – | 731 |
|
|
2024
Q2 | $461K | Buy |
+6,261
| New | +$461K | 0.04% | 411 |
|
|
2024
Q1 | – | Sell |
-12,803
| Closed | -$783K | – | 680 |
|
|
2023
Q4 | $783K | Buy |
12,803
+2,611
| +26% | +$160K | 0.09% | 243 |
|
|
2023
Q3 | $580K | Buy |
+10,192
| New | +$580K | 0.1% | 217 |
|