Marcum Wealth’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
Q1 | $288K | Buy |
3,502
+35
| +1% | +$2.88K | 0.02% | 290 |
|
|
2024
Q4 | $293K | Buy |
3,467
+41
| +1% | +$3.46K | 0.03% | 284 |
|
|
2024
Q3 | $306K | Sell |
3,426
-308
| -8% | -$27.5K | 0.03% | 279 |
|
|
2024
Q2 | $275K | Buy |
+3,734
| New | +$275K | 0.03% | 289 |
|
|
2024
Q1 | – | Sell |
-3,835
| Closed | -$235K | – | 409 |
|
|
2023
Q4 | $235K | Sell |
3,835
-66
| -2% | -$4.04K | 0.03% | 303 |
|
|
2023
Q3 | $222K | Sell |
3,901
-307
| -7% | -$17.5K | 0.03% | 299 |
|
|
2023
Q2 | $263K | Buy |
4,208
+136
| +3% | +$8.52K | 0.03% | 273 |
|
|
2023
Q1 | $254K | Buy |
4,072
+41
| +1% | +$2.56K | 0.03% | 279 |
|
|
2022
Q4 | $247K | Sell |
4,031
-914
| -18% | -$56K | 0.03% | 274 |
|
|
2022
Q3 | $278K | Buy |
4,945
+207
| +4% | +$11.6K | 0.04% | 249 |
|
|
2022
Q2 | $300K | Sell |
4,738
-1,060
| -18% | -$67.1K | 0.04% | 233 |
|
|
2022
Q1 | $406K | Sell |
5,798
-229
| -4% | -$16K | 0.06% | 195 |
|
|
2021
Q4 | $402K | Sell |
6,027
-298
| -5% | -$19.9K | 0.06% | 198 |
|
|
2021
Q3 | $385K | Sell |
6,325
-1,054
| -14% | -$64.2K | 0.06% | 197 |
|
|
2021
Q2 | $441K | Buy |
7,379
+97
| +1% | +$5.8K | 0.07% | 167 |
|
|
2021
Q1 | $438K | Buy |
+7,282
| New | +$438K | 0.07% | 164 |
|