LWM
PEG icon

Laidlaw Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Laidlaw Wealth Management’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,858
Closed -$242K – 339
2023
Q2 		$242K Sell
3,858
-83
-2% -$5.18K 0.05% 299
2023
Q1 		$246K Buy
3,941
+1
+0% +$61 0.05% 292
2022
Q4 		$241K Sell
3,940
-113
-3% -$6.56K 0.05% 301
2022
Q3 		$228K Sell
4,053
-600
-13% -$38.6K 0.05% 278
2022
Q2 		$294K Sell
4,653
-540
-10% -$36.7K 0.06% 270
2022
Q1 		$364K Sell
5,193
-62
-1% -$4.1K 0.06% 271
2021
Q4 		$351K Buy
+5,255
New +$333K 0.06% 277
2021
Q1 		– Sell
-4,611
Closed -$269K – 318
2020
Q4 		$269K Buy
+4,611
New +$268K 0.06% 284

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