Levy Wealth Management 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
Q2 | $287K | Hold |
3,893
| – | – | 0.07% | 87 |
|
|
2024
Q1 | $238K | Hold |
3,893
| – | – | 0.07% | 95 |
|
|
2023
Q4 | $238K | Hold |
3,893
| – | – | 0.07% | 95 |
|
|
2023
Q3 | $222K | Hold |
3,893
| – | – | 0.07% | 101 |
|
|
2023
Q2 | $244K | Hold |
3,893
| – | – | 0.07% | 99 |
|
|
2023
Q1 | $243K | Hold |
3,893
| – | – | 0.07% | 96 |
|
|
2022
Q4 | $239K | Sell |
3,893
-42
| -1% | -$2.57K | 0.08% | 83 |
|
|
2022
Q3 | $221K | Buy |
3,935
+42
| +1% | +$2.36K | 0.1% | 70 |
|
|
2022
Q2 | $246K | Hold |
3,893
| – | – | 0.11% | 59 |
|
|
2022
Q1 | $272K | Hold |
3,893
| – | – | 0.11% | 57 |
|
|
2021
Q4 | $260K | Hold |
3,893
| – | – | 0.12% | 62 |
|
|
2021
Q3 | $237K | Hold |
3,893
| – | – | 0.13% | 60 |
|
|
2021
Q2 | $233K | Hold |
3,893
| – | – | 0.13% | 60 |
|
|
2021
Q1 | $234K | Hold |
3,893
| – | – | 0.15% | 55 |
|
|
2020
Q4 | $227K | Buy |
+3,893
| New | +$227K | 0.16% | 52 |
|