Loring Wolcott & Coolidge Fiduciary Advisors’s Public Service Enterprise Group PEG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-10
| Closed | -$818 | – | 550 |
|
2025
Q1 | $818 | Hold |
10
| – | – | ﹤0.01% | 532 |
|
2024
Q4 | $821 | Hold |
10
| – | – | ﹤0.01% | 536 |
|
2024
Q3 | $905 | Buy |
+10
| New | +$905 | ﹤0.01% | 556 |
|
2017
Q4 | – | Sell |
-22
| Closed | -$1K | – | 842 |
|
2017
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 729 |
|