MWM
Mascoma Wealth Management’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 491 |
|
|
2025
Q1 | – | Sell |
-22
| Closed | -$1.86K | – | 529 |
|
|
2024
Q4 | $1.86K | Hold |
22
| – | – | ﹤0.01% | 477 |
|
|
2024
Q3 | $1.96K | Hold |
22
| – | – | ﹤0.01% | 428 |
|
|
2024
Q2 | $1.62K | Buy |
+22
| New | +$1.62K | ﹤0.01% | 468 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 557 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 464 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 351 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 460 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$18K | – | 268 |
|
|
2019
Q2 | $18K | Hold |
300
| – | – | 0.01% | 235 |
|
|
2019
Q1 | $18K | Hold |
300
| – | – | 0.01% | 232 |
|
|
2018
Q4 | $16K | Hold |
300
| – | – | 0.01% | 227 |
|
|
2018
Q3 | $16K | Hold |
300
| – | – | 0.01% | 253 |
|
|
2018
Q2 | $16K | Buy |
+300
| New | +$16K | 0.01% | 241 |
|
|
2018
Q1 | – | Sell |
-535
| Closed | -$27K | – | 378 |
|
|
2017
Q4 | $27K | Sell |
535
-1,975
| -79% | -$99.7K | 0.02% | 190 |
|
|
2017
Q3 | $116K | Hold |
2,510
| – | – | 0.08% | 102 |
|
|
2017
Q2 | $108K | Hold |
2,510
| – | – | 0.07% | 109 |
|
|
2017
Q1 | $111K | Hold |
2,510
| – | – | 0.08% | 95 |
|
|
2016
Q4 | $110K | Buy |
+2,510
| New | +$110K | 0.08% | 99 |
|