Oxler Private Wealth’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
2023 Q4	–	Sell	-12,869	Closed	-$732K	–	89
2023 Q3	$732K	Buy	12,869 +124	+1%	+$7.62K	0.37%	56
2023 Q2	$798K	Buy	12,745 +116	+0.9%	+$7.24K	0.38%	55
2023 Q1	$789K	Buy	12,629 +117	+0.9%	+$7.09K	0.39%	57
2022 Q4	$767K	Buy	12,512 +109	+0.9%	+$6.33K	0.41%	56
2022 Q3	$697K	Buy	12,403 +111	+0.9%	+$7.15K	0.39%	59
2022 Q2	$778K	Buy	12,292 +104	+0.9%	+$7.07K	0.37%	62
2022 Q1	$853K	Buy	12,188 +96	+0.8%	+$6.36K	0.38%	66
2021 Q4	$806K	Buy	12,092 +92	+0.8%	+$5.82K	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