Mascoma Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$405	Buy	+5	New	+$410	﹤0.01%	503
2025 Q2	–	Hold	0	–	–	–	491
2025 Q1	–	Sell	-22	Closed	-$1.83K	–	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	+$1.56K	﹤0.01%	468
2021 Q4	–	Sell	-1	Closed	–	–	557
2021 Q3	$0	Buy	+1	New	+$62	﹤0.01%	464
2021 Q2	–	Sell	-1	Closed	–	–	351
2021 Q1	$0	Buy	+1	New	+$58	﹤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	+$15.4K	0.01%	241
2018 Q1	–	Sell	-535	Closed	-$27K	–	378
2017 Q4	$27K	Sell	535 -1,975	-79%	-$99.5K	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	+$105K	0.08%	99