RTD Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Hold |
9,230
| – | – | 0.1% | 69 |
|
|
2025
Q1 | $760K | Hold |
9,230
| – | – | 0.1% | 70 |
|
|
2024
Q4 | $780K | Hold |
9,230
| – | – | 0.1% | 70 |
|
|
2024
Q3 | $823K | Hold |
9,230
| – | – | 0.1% | 71 |
|
|
2024
Q2 | $680K | Buy |
9,230
+2,100
| +29% | +$155K | 0.09% | 71 |
|
|
2024
Q1 | $476K | Sell |
7,130
-3,809
| -35% | -$254K | 0.06% | 76 |
|
|
2023
Q4 | $669K | Buy |
+10,939
| New | +$669K | 0.09% | 68 |
|