LWMI
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Legacy Wealth Management (Idaho)’s Public Service Enterprise Group PEG Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$56.1K Hold
666
– – 0.03% 146
2025
Q1 		$54.8K Hold
666
– – 0.04% 133
2024
Q4 		$55.7K Sell
666
-8
-1% -$669 0.04% 115
2024
Q3 		$58.6K Buy
+674
New +$58.6K 0.03% 109