Mount Yale Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $472K | Sell |
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|
2023
Q4 | $433K | Buy |
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|
2023
Q3 | $398K | Buy |
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|
2023
Q2 | $433K | Sell |
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|
2023
Q1 | $439K | Sell |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $391K | Sell |
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | $504K | Buy |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $301K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $57K | Buy |
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