MWPCG
Measured Wealth Private Client Group’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,538
| Closed | -$401K | – | 183 |
|
|
2022
Q4 | $401K | Hold |
6,538
| – | – | 0.16% | 87 |
|
|
2022
Q3 | $368K | Hold |
6,538
| – | – | 0.16% | 81 |
|
|
2022
Q2 | $414K | Hold |
6,538
| – | – | 0.18% | 83 |
|
|
2022
Q1 | $458K | Sell |
6,538
-253
| -4% | -$17.7K | 0.17% | 75 |
|
|
2021
Q4 | $453K | Hold |
6,791
| – | – | 0.16% | 80 |
|
|
2021
Q3 | $414K | Hold |
6,791
| – | – | 0.16% | 81 |
|
|
2021
Q2 | $406K | Hold |
6,791
| – | – | 0.13% | 100 |
|
|
2021
Q1 | $409K | Hold |
6,791
| – | – | 0.15% | 80 |
|
|
2020
Q4 | $396K | Hold |
6,791
| – | – | 0.16% | 70 |
|
|
2020
Q3 | $373K | Buy |
6,791
+79
| +1% | +$4.34K | 0.18% | 70 |
|
|
2020
Q2 | $330K | Buy |
6,712
+174
| +3% | +$8.56K | 0.19% | 70 |
|
|
2020
Q1 | $294K | Hold |
6,538
| – | – | 0.23% | 61 |
|
|
2019
Q4 | $386K | Hold |
6,538
| – | – | 0.26% | 60 |
|
|
2019
Q3 | $406K | Hold |
6,538
| – | – | 0.26% | 65 |
|
|
2019
Q2 | $385K | Hold |
6,538
| – | – | 0.22% | 94 |
|
|
2019
Q1 | $388K | Hold |
6,538
| – | – | 0.24% | 90 |
|
|
2018
Q4 | $340K | Hold |
6,538
| – | – | 0.31% | 51 |
|
|
2018
Q3 | $345K | Buy |
6,538
+200
| +3% | +$10.6K | 0.21% | 91 |
|
|
2018
Q2 | $343K | Buy |
+6,338
| New | +$343K | 0.28% | 80 |
|