RWB
RMR Wealth Builders’s Public Service Enterprise Group PEG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.43M | Buy |
17,022
+21
| +0.1% | +$1.77K | 0.13% | 95 |
|
2025
Q1 | $1.4M | Buy |
17,001
+21
| +0.1% | +$1.73K | 0.15% | 89 |
|
2024
Q4 | $1.43M | Buy |
16,980
+356
| +2% | +$30.1K | 0.15% | 84 |
|
2024
Q3 | $1.48M | Sell |
16,624
-1,486
| -8% | -$133K | 0.16% | 79 |
|
2024
Q2 | $1.33M | Buy |
18,110
+42
| +0.2% | +$3.1K | 0.15% | 80 |
|
2024
Q1 | $1.22M | Sell |
18,068
-22
| -0.1% | -$1.48K | 0.15% | 85 |
|
2023
Q4 | $1.11M | Sell |
18,090
-722
| -4% | -$44.2K | 0.16% | 79 |
|
2023
Q3 | $1.07M | Sell |
18,812
-167
| -0.9% | -$9.5K | 0.17% | 70 |
|
2023
Q2 | $1.19M | Buy |
18,979
+102
| +0.5% | +$6.39K | 0.2% | 57 |
|
2023
Q1 | $1.18M | Buy |
18,877
+9,937
| +111% | +$621K | 0.22% | 53 |
|
2022
Q4 | $548K | Sell |
8,940
-1,096
| -11% | -$67.2K | 0.12% | 87 |
|
2022
Q3 | $564K | Sell |
10,036
-57
| -0.6% | -$3.2K | 0.14% | 84 |
|
2022
Q2 | $639K | Buy |
10,093
+40
| +0.4% | +$2.53K | 0.16% | 93 |
|
2022
Q1 | $704K | Sell |
10,053
-1,156
| -10% | -$81K | 0.15% | 91 |
|
2021
Q4 | $748K | Buy |
11,209
+1,880
| +20% | +$125K | 0.21% | 48 |
|
2021
Q3 | $568K | Buy |
9,329
+424
| +5% | +$25.8K | 0.17% | 91 |
|
2021
Q2 | $532K | Sell |
8,905
-8,391
| -49% | -$501K | 0.17% | 89 |
|
2021
Q1 | $1.04M | Buy |
17,296
+12,871
| +291% | +$775K | 0.27% | 54 |
|
2020
Q4 | $258K | Sell |
4,425
-54,778
| -93% | -$3.19M | 0.13% | 128 |
|
2020
Q3 | $3.25M | Buy |
59,203
+57,079
| +2,687% | +$3.13M | 0.84% | 19 |
|
2020
Q2 | $105K | Buy |
+2,124
| New | +$105K | 0.09% | 165 |
|
2019
Q4 | $343K | Buy |
+5,801
| New | +$343K | 0.33% | 64 |
|