SWM
SFG Wealth Management’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,405
| Closed | -$209K | – | 86 |
|
|
2022
Q4 | $209K | Sell |
3,405
-3,949
| -54% | -$242K | 0.26% | 75 |
|
|
2022
Q3 | $414K | Hold |
7,354
| – | – | 0.56% | 41 |
|
|
2022
Q2 | $465K | Hold |
7,354
| – | – | 0.54% | 43 |
|
|
2022
Q1 | $515K | Hold |
7,354
| – | – | 0.48% | 46 |
|
|
2021
Q4 | $491K | Buy |
+7,354
| New | +$491K | 0.44% | 53 |
|