Mission 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 | $1.77M | Sell |
21,065
-265
| -1% | -$22.3K | 0.04% | 222 |
|
|
2025
Q1 | $1.76M | Buy |
21,330
+190
| +0.9% | +$15.6K | 0.04% | 200 |
|
|
2024
Q4 | $1.79M | Sell |
21,140
-1,332
| -6% | -$113K | 0.04% | 191 |
|
|
2024
Q3 | $2M | Buy |
22,472
+2,092
| +10% | +$187K | 0.05% | 172 |
|
|
2024
Q2 | $1.5M | Buy |
20,380
+5,325
| +35% | +$392K | 0.04% | 195 |
|
|
2024
Q1 | $1.01M | Buy |
15,055
+641
| +4% | +$42.8K | 0.03% | 281 |
|
|
2023
Q4 | $881K | Buy |
14,414
+3,973
| +38% | +$243K | 0.03% | 256 |
|
|
2023
Q3 | $594K | Sell |
10,441
-19
| -0.2% | -$1.08K | 0.02% | 298 |
|
|
2023
Q2 | $655K | Buy |
10,460
+10
| +0.1% | +$626 | 0.02% | 287 |
|
|
2023
Q1 | $653K | Buy |
10,450
+207
| +2% | +$12.9K | 0.03% | 281 |
|
|
2022
Q4 | $628K | Sell |
10,243
-213
| -2% | -$13.1K | 0.03% | 271 |
|
|
2022
Q3 | $588K | Buy |
10,456
+72
| +0.7% | +$4.05K | 0.03% | 260 |
|
|
2022
Q2 | $657K | Buy |
10,384
+422
| +4% | +$26.7K | 0.03% | 250 |
|
|
2022
Q1 | $697K | Sell |
9,962
-10
| -0.1% | -$700 | 0.03% | 248 |
|
|
2021
Q4 | $665K | Buy |
9,972
+116
| +1% | +$7.74K | 0.03% | 239 |
|
|
2021
Q3 | $600K | Hold |
9,856
| – | – | 0.03% | 242 |
|
|
2021
Q2 | $589K | Sell |
9,856
-1,266
| -11% | -$75.7K | 0.03% | 254 |
|
|
2021
Q1 | $670K | Buy |
11,122
+1,761
| +19% | +$106K | 0.04% | 208 |
|
|
2020
Q4 | $546K | Buy |
+9,361
| New | +$546K | 0.03% | 220 |
|