Masso Torrence 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 | $521K | Buy |
6,191
+179
| +3% | +$15.1K | 0.24% | 64 |
|
2025
Q1 | $495K | Buy |
6,012
+93
| +2% | +$7.65K | 0.26% | 62 |
|
2024
Q4 | $500K | Buy |
5,919
+68
| +1% | +$5.75K | 0.26% | 57 |
|
2024
Q3 | $522K | Buy |
5,851
+83
| +1% | +$7.4K | 0.28% | 52 |
|
2024
Q2 | $425K | Buy |
5,768
+693
| +14% | +$51.1K | 0.24% | 57 |
|
2024
Q1 | $339K | Buy |
5,075
+916
| +22% | +$61.2K | 0.2% | 69 |
|
2023
Q4 | $254K | Buy |
+4,159
| New | +$254K | 0.17% | 75 |
|
2023
Q3 | – | Sell |
-3,461
| Closed | -$217K | – | 86 |
|
2023
Q2 | $217K | Sell |
3,461
-115
| -3% | -$7.2K | 0.16% | 78 |
|
2023
Q1 | $223K | Sell |
3,576
-2,128
| -37% | -$133K | 0.18% | 82 |
|
2022
Q4 | $349K | Sell |
5,704
-1,449
| -20% | -$88.8K | 0.28% | 68 |
|
2022
Q3 | $402K | Buy |
7,153
+1,915
| +37% | +$108K | 0.36% | 50 |
|
2022
Q2 | $331K | Buy |
5,238
+384
| +8% | +$24.3K | 0.29% | 59 |
|
2022
Q1 | $340K | Buy |
4,854
+329
| +7% | +$23K | 0.27% | 59 |
|
2021
Q4 | $302K | Buy |
+4,525
| New | +$302K | 0.21% | 75 |
|