LWL
Leo Wealth LLC’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,726
| Closed | -$1.29M | – | 397 |
|
|
2025
Q1 | $1.29M | Buy |
15,726
+2,816
| +22% | +$232K | 0.19% | 105 |
|
|
2024
Q4 | $1.09M | Sell |
12,910
-5,725
| -31% | -$484K | 0.1% | 144 |
|
|
2024
Q3 | $1.66M | Buy |
18,635
+871
| +5% | +$77.7K | 0.15% | 107 |
|
|
2024
Q2 | $1.31M | Buy |
17,764
+118
| +0.7% | +$8.7K | 0.13% | 120 |
|
|
2024
Q1 | $1.18M | Sell |
17,646
-1,844
| -9% | -$123K | 0.12% | 130 |
|
|
2023
Q4 | $1.2M | Buy |
+19,490
| New | +$1.2M | 0.12% | 125 |
|