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OneAscent Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

OneAscent Wealth Management’s Portfolio PEG Stock Details PEG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,494
Closed -$205K – 180
2025
Q1 		$205K Sell
2,494
-345
-12% -$28.4K 0.09% 149
2024
Q4 		$240K Sell
2,839
-295
-9% -$24.9K 0.1% 137
2024
Q3 		$280K Buy
+3,134
New +$280K 0.11% 138