Laidlaw Wealth Management’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
Q3 | – | Sell |
-3,858
| Closed | -$242K | – | 339 |
|
|
2023
Q2 | $242K | Sell |
3,858
-83
| -2% | -$5.2K | 0.05% | 299 |
|
|
2023
Q1 | $246K | Buy |
3,941
+1
| +0% | +$62 | 0.05% | 292 |
|
|
2022
Q4 | $241K | Sell |
3,940
-113
| -3% | -$6.92K | 0.05% | 301 |
|
|
2022
Q3 | $228K | Sell |
4,053
-600
| -13% | -$33.8K | 0.05% | 278 |
|
|
2022
Q2 | $294K | Sell |
4,653
-540
| -10% | -$34.1K | 0.06% | 270 |
|
|
2022
Q1 | $364K | Sell |
5,193
-62
| -1% | -$4.35K | 0.06% | 271 |
|
|
2021
Q4 | $351K | Buy |
+5,255
| New | +$351K | 0.06% | 277 |
|
|
2021
Q1 | – | Sell |
-4,611
| Closed | -$269K | – | 318 |
|
|
2020
Q4 | $269K | Buy |
+4,611
| New | +$269K | 0.06% | 284 |
|