LVW Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Buy |
8,943
+506
| +6% | +$42.6K | 0.08% | 134 |
|
|
2025
Q1 | $694K | Sell |
8,437
-180
| -2% | -$14.8K | 0.08% | 137 |
|
|
2024
Q4 | $728K | Sell |
8,617
-635
| -7% | -$53.7K | 0.09% | 138 |
|
|
2024
Q3 | $825K | Buy |
9,252
+705
| +8% | +$62.9K | 0.11% | 132 |
|
|
2024
Q2 | $630K | Buy |
8,547
+498
| +6% | +$36.7K | 0.09% | 136 |
|
|
2024
Q1 | $538K | Buy |
8,049
+1,739
| +28% | +$116K | 0.09% | 160 |
|
|
2023
Q4 | $386K | Buy |
+6,310
| New | +$386K | 0.07% | 177 |
|