MWM
MinichMacGregor Wealth Management’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 |
-1,317
| Closed | -$80.7K | – | 476 |
|
|
2022
Q4 | $80.7K | Buy |
+1,317
| New | +$80.7K | 0.03% | 136 |
|
|
2018
Q4 | – | Sell |
-1,096
| Closed | -$57K | – | 376 |
|
|
2018
Q3 | $57K | Hold |
1,096
| – | – | 0.04% | 117 |
|
|
2018
Q2 | $59K | Hold |
1,096
| – | – | 0.04% | 104 |
|
|
2018
Q1 | $55K | Sell |
1,096
-25
| -2% | -$1.26K | 0.04% | 106 |
|
|
2017
Q4 | $57K | Hold |
1,121
| – | – | 0.04% | 101 |
|
|
2017
Q3 | $51K | Sell |
1,121
-500
| -31% | -$22.7K | 0.04% | 106 |
|
|
2017
Q2 | $69K | Hold |
1,621
| – | – | 0.06% | 81 |
|
|
2017
Q1 | $71K | Buy |
1,621
+1
| +0.1% | +$44 | 0.06% | 78 |
|
|
2016
Q4 | $71K | Hold |
1,620
| – | – | 0.07% | 83 |
|
|
2016
Q3 | $67K | Hold |
1,620
| – | – | 0.06% | 89 |
|
|
2016
Q2 | $75K | Hold |
1,620
| – | – | 0.07% | 81 |
|
|
2016
Q1 | $76K | Buy |
1,620
+1
| +0.1% | +$47 | 0.07% | 79 |
|
|
2015
Q4 | $69K | Buy |
+1,619
| New | +$69K | 0.06% | 82 |
|