Sax Wealth Advisors’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
2025
Q3
$555K Sell
2025
Q2
$566K Buy
2025
Q1
$513K Buy
2024
Q4
$464K Sell
2024
Q3
$517K Sell
2024
Q2
$618K Buy
2024
Q1
$546K Sell
2023
Q4
$547K Buy
2023
Q3
$482K Sell
2023
Q2
$580K Buy
2023
Q1
$528K Sell
2022
Q4
$521K Sell
2022
Q3
$726K Sell
2022
Q2
$836K Hold
2022
Q1
$925K Sell
2021
Q4
$895K Buy
2021
Q3
$683K Sell
2021
Q2
$707K Sell
2021
Q1
$748K Sell
2020
Q4
$824K Buy