Oxler 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,869
| Closed | -$732K | – | 89 |
|
|
2023
Q3 | $732K | Buy |
12,869
+124
| +1% | +$7.06K | 0.37% | 56 |
|
|
2023
Q2 | $798K | Buy |
12,745
+116
| +0.9% | +$7.26K | 0.38% | 55 |
|
|
2023
Q1 | $789K | Buy |
12,629
+117
| +0.9% | +$7.31K | 0.39% | 57 |
|
|
2022
Q4 | $767K | Buy |
12,512
+109
| +0.9% | +$6.68K | 0.41% | 56 |
|
|
2022
Q3 | $697K | Buy |
12,403
+111
| +0.9% | +$6.24K | 0.39% | 59 |
|
|
2022
Q2 | $778K | Buy |
12,292
+104
| +0.9% | +$6.58K | 0.37% | 62 |
|
|
2022
Q1 | $853K | Buy |
12,188
+96
| +0.8% | +$6.72K | 0.38% | 66 |
|
|
2021
Q4 | $806K | Buy |
12,092
+92
| +0.8% | +$6.13K | 0.33% | 74 |
|
|
2021
Q3 | $730K | Hold |
12,000
| – | – | 0.32% | 84 |
|
|
2021
Q2 | $716K | Hold |
12,000
| – | – | 0.31% | 87 |
|
|
2021
Q1 | $722K | Hold |
12,000
| – | – | 0.37% | 73 |
|
|
2020
Q4 | $699K | Buy |
+12,000
| New | +$699K | 0.39% | 59 |
|