KFAA
Klaas Financial Asset Advisors’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-301
| Closed | -$17K | – | 71 |
|
|
2022
Q3 | $17K | Hold |
301
| – | – | ﹤0.01% | 65 |
|
|
2022
Q2 | $19K | Hold |
301
| – | – | ﹤0.01% | 61 |
|
|
2022
Q1 | $21K | Hold |
301
| – | – | ﹤0.01% | 61 |
|
|
2021
Q4 | $20K | Buy |
301
+2
| +0.7% | +$133 | ﹤0.01% | 61 |
|
|
2021
Q3 | $18K | Buy |
299
+3
| +1% | +$181 | ﹤0.01% | 62 |
|
|
2021
Q2 | $18K | Buy |
296
+2
| +0.7% | +$122 | ﹤0.01% | 65 |
|
|
2021
Q1 | $18K | Sell |
294
-212
| -42% | -$13K | 0.01% | 57 |
|
|
2020
Q4 | $30K | Buy |
+506
| New | +$30K | 0.01% | 47 |
|