Secure Asset Management’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 Q1	–	Sell	-21,148	Closed	-$1.79M	–	351
2024 Q4	$1.79M	Buy	21,148 +1,801	+9%	+$159K	0.27%	89
2024 Q3	$1.73M	Sell	19,347 -2,563	-12%	-$205K	0.29%	82
2024 Q2	$1.61M	Buy	21,910 +657	+3%	+$46.7K	0.31%	77
2024 Q1	$1.42M	Buy	21,253 +997	+5%	+$61.1K	0.33%	77
2023 Q4	$1.24M	Buy	20,256 +48	+0.2%	+$2.95K	0.33%	74
2023 Q3	$1.15M	Sell	20,208 -9,152	-31%	-$562K	0.34%	75
2023 Q2	$1.84M	Buy	29,360 +1,284	+5%	+$80.2K	0.56%	47
2023 Q1	$1.75M	Buy	28,076 +2,103	+8%	+$127K	0.58%	48
2022 Q4	$1.59M	Buy	25,973 +17,898	+222%	+$1.04M	0.57%	48
2022 Q3	$454K	Buy	8,075 +2,210	+38%	+$142K	0.25%	82
2022 Q2	$371K	Buy	+5,865	New	+$399K	0.21%	98
2020 Q3	–	Sell	-4,906	Closed	-$241K	–	164
2020 Q2	$241K	Buy	4,906 +143	+3%	+$7.13K	0.17%	133
2020 Q1	$214K	Buy	+4,763	New	+$257K	0.23%	101