MSWM
McGlone Suttner 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 | $545K | Buy |
6,475
+444
| +7% | +$37.4K | 0.08% | 109 |
|
|
2025
Q1 | $496K | Buy |
6,031
+676
| +13% | +$55.6K | 0.08% | 115 |
|
|
2024
Q4 | $452K | Buy |
5,355
+345
| +7% | +$29.1K | 0.08% | 110 |
|
|
2024
Q3 | $447K | Buy |
5,010
+1,285
| +34% | +$115K | 0.09% | 107 |
|
|
2024
Q2 | $228K | Sell |
3,725
-789
| -17% | -$48.2K | 0.05% | 144 |
|
|
2024
Q1 | $301K | Buy |
4,514
+789
| +21% | +$52.7K | 0.06% | 135 |
|
|
2023
Q4 | $228K | Buy |
+3,725
| New | +$228K | 0.05% | 144 |
|