Massachusetts Wealth Management’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 | $431K | Buy |
5,125
+125
| +3% | +$10.5K | 0.24% | 77 |
|
|
2025
Q1 | $412K | Sell |
5,000
-100
| -2% | -$8.23K | 0.28% | 69 |
|
|
2024
Q4 | $431K | Sell |
5,100
-150
| -3% | -$12.7K | 0.27% | 76 |
|
|
2024
Q3 | $468K | Sell |
5,250
-350
| -6% | -$31.2K | 0.3% | 75 |
|
|
2024
Q2 | $413K | Sell |
5,600
-150
| -3% | -$11.1K | 0.28% | 78 |
|
|
2024
Q1 | $384K | Hold |
5,750
| – | – | 0.27% | 80 |
|
|
2023
Q4 | $352K | Hold |
5,750
| – | – | 0.28% | 80 |
|
|
2023
Q3 | $327K | Sell |
5,750
-600
| -9% | -$34.1K | 0.3% | 77 |
|
|
2023
Q2 | $398K | Hold |
6,350
| – | – | 0.38% | 69 |
|
|
2023
Q1 | $397K | Hold |
6,350
| – | – | 0.41% | 64 |
|
|
2022
Q4 | $393K | Buy |
+6,350
| New | +$393K | 0.38% | 65 |
|