Sax Wealth 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 | $566K | Buy |
6,722
+485
| +8% | +$40.8K | 0.03% | 237 |
|
|
2025
Q1 | $513K | Buy |
6,237
+747
| +14% | +$61.5K | 0.04% | 216 |
|
|
2024
Q4 | $464K | Sell |
5,490
-310
| -5% | -$26.2K | 0.04% | 202 |
|
|
2024
Q3 | $517K | Sell |
5,800
-2,590
| -31% | -$231K | 0.05% | 153 |
|
|
2024
Q2 | $618K | Buy |
8,390
+219
| +3% | +$16.1K | 0.06% | 124 |
|
|
2024
Q1 | $546K | Sell |
8,171
-772
| -9% | -$51.6K | 0.06% | 107 |
|
|
2023
Q4 | $547K | Buy |
8,943
+477
| +6% | +$29.2K | 0.09% | 113 |
|
|
2023
Q3 | $482K | Sell |
8,466
-797
| -9% | -$45.4K | 0.09% | 115 |
|
|
2023
Q2 | $580K | Buy |
9,263
+804
| +10% | +$50.3K | 0.12% | 99 |
|
|
2023
Q1 | $528K | Sell |
8,459
-51
| -0.6% | -$3.19K | 0.11% | 106 |
|
|
2022
Q4 | $521K | Sell |
8,510
-4,407
| -34% | -$270K | 0.12% | 101 |
|
|
2022
Q3 | $726K | Sell |
12,917
-299
| -2% | -$16.8K | 0.19% | 72 |
|
|
2022
Q2 | $836K | Hold |
13,216
| – | – | 0.21% | 71 |
|
|
2022
Q1 | $925K | Sell |
13,216
-200
| -1% | -$14K | 0.22% | 64 |
|
|
2021
Q4 | $895K | Buy |
13,416
+2,206
| +20% | +$147K | 0.19% | 73 |
|
|
2021
Q3 | $683K | Sell |
11,210
-617
| -5% | -$37.6K | 0.16% | 83 |
|
|
2021
Q2 | $707K | Sell |
11,827
-603
| -5% | -$36K | 0.24% | 76 |
|
|
2021
Q1 | $748K | Sell |
12,430
-1,710
| -12% | -$103K | 0.27% | 67 |
|
|
2020
Q4 | $824K | Buy |
+14,140
| New | +$824K | 0.38% | 56 |
|