Kowal Investment Group’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $567K | Buy |
6,359
+378
| +6% | +$33.7K | 0.1% | 105 |
|
2024
Q2 | $441K | Buy |
5,981
+160
| +3% | +$11.8K | 0.09% | 111 |
|
2024
Q1 | $389K | Buy |
5,821
+1,536
| +36% | +$103K | 0.08% | 118 |
|
2023
Q4 | $262K | Sell |
4,285
-797
| -16% | -$48.7K | 0.06% | 140 |
|
2023
Q3 | $289K | Buy |
+5,082
| New | +$289K | 0.08% | 115 |
|
2021
Q4 | – | Sell |
-360
| Closed | -$22K | – | 695 |
|
2021
Q3 | $22K | Buy |
+360
| New | +$22K | 0.01% | 370 |
|