Mitchell & Pahl Private Wealth’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 | $308K | Sell |
3,655
-114
| -3% | -$9.6K | 0.14% | 137 |
|
|
2025
Q1 | $310K | Sell |
3,769
-5
| -0.1% | -$412 | 0.14% | 136 |
|
|
2024
Q4 | $319K | Sell |
3,774
-320
| -8% | -$27K | 0.15% | 136 |
|
|
2024
Q3 | $365K | Sell |
4,094
-91
| -2% | -$8.12K | 0.17% | 133 |
|
|
2024
Q2 | $308K | Sell |
4,185
-8
| -0.2% | -$590 | 0.16% | 134 |
|
|
2024
Q1 | $280K | Sell |
4,193
-382
| -8% | -$25.5K | 0.15% | 134 |
|
|
2023
Q4 | $280K | Sell |
4,575
-58
| -1% | -$3.55K | 0.16% | 136 |
|
|
2023
Q3 | $264K | Sell |
4,633
-402
| -8% | -$22.9K | 0.16% | 141 |
|
|
2023
Q2 | $315K | Sell |
5,035
-260
| -5% | -$16.3K | 0.19% | 134 |
|
|
2023
Q1 | $331K | Sell |
5,295
-232
| -4% | -$14.5K | 0.21% | 136 |
|
|
2022
Q4 | $339K | Sell |
5,527
-202
| -4% | -$12.4K | 0.22% | 130 |
|
|
2022
Q3 | $322K | Sell |
5,729
-321
| -5% | -$18K | 0.24% | 126 |
|
|
2022
Q2 | $383K | Sell |
6,050
-136
| -2% | -$8.61K | 0.27% | 119 |
|
|
2022
Q1 | $433K | Sell |
6,186
-155
| -2% | -$10.8K | 0.28% | 110 |
|
|
2021
Q4 | $423K | Sell |
6,341
-116
| -2% | -$7.74K | 0.27% | 110 |
|
|
2021
Q3 | $393K | Sell |
6,457
-17
| -0.3% | -$1.04K | 0.28% | 109 |
|
|
2021
Q2 | $387K | Sell |
6,474
-24
| -0.4% | -$1.44K | 0.28% | 110 |
|
|
2021
Q1 | $391K | Sell |
6,498
-211
| -3% | -$12.7K | 0.3% | 105 |
|
|
2020
Q4 | $391K | Buy |
+6,709
| New | +$391K | 0.33% | 92 |
|