SWA
SFMG Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-43,108
| Closed | -$2.69M | – | 266 |
|
|
2023
Q1 | $2.69M | Buy |
43,108
+1,744
| +4% | +$109K | 0.29% | 51 |
|
|
2022
Q4 | $2.53M | Sell |
41,364
-3,839
| -8% | -$235K | 0.28% | 54 |
|
|
2022
Q3 | $2.42M | Buy |
45,203
+5,754
| +15% | +$308K | 0.28% | 52 |
|
|
2022
Q2 | $2.5M | Buy |
39,449
+4,748
| +14% | +$300K | 0.29% | 50 |
|
|
2022
Q1 | $2.43M | Buy |
34,701
+6,205
| +22% | +$434K | 0.24% | 56 |
|
|
2021
Q4 | $1.9M | Buy |
28,496
+5,756
| +25% | +$384K | 0.18% | 72 |
|
|
2021
Q3 | $1.39M | Buy |
22,740
+7,621
| +50% | +$464K | 0.15% | 76 |
|
|
2021
Q2 | $903K | Buy |
15,119
+1,944
| +15% | +$116K | 0.1% | 97 |
|
|
2021
Q1 | $793K | Buy |
13,175
+1,970
| +18% | +$119K | 0.09% | 103 |
|
|
2020
Q4 | $653K | Buy |
11,205
+2,321
| +26% | +$135K | 0.08% | 109 |
|
|
2020
Q3 | $488K | Buy |
8,884
+614
| +7% | +$33.7K | 0.07% | 106 |
|
|
2020
Q2 | $407K | Buy |
+8,270
| New | +$407K | 0.06% | 105 |
|