SWM
Selective Wealth Management’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,000
| Closed | -$112K | – | 554 |
|
|
2022
Q3 | $112K | Hold |
2,000
| – | – | 0.05% | 193 |
|
|
2022
Q2 | $127K | Buy |
2,000
+200
| +11% | +$12.7K | 0.05% | 193 |
|
|
2022
Q1 | $126K | Buy |
1,800
+1,200
| +200% | +$84K | 0.05% | 185 |
|
|
2021
Q4 | $40K | Hold |
600
| – | – | 0.02% | 307 |
|
|
2021
Q3 | $37K | Buy |
600
+400
| +200% | +$24.7K | 0.02% | 285 |
|
|
2021
Q2 | $12K | Hold |
200
| – | – | 0.01% | 324 |
|
|
2021
Q1 | $12K | Buy |
+200
| New | +$12K | 0.01% | 236 |
|