SWMP
Signature Wealth Management Partners’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
27,641
+20,099
| +266% | +$1.69M | 1.33% | 14 |
|
|
2025
Q1 | $621K | Sell |
7,542
-632
| -8% | -$52K | 0.41% | 49 |
|
|
2024
Q4 | $691K | Hold |
8,174
| – | – | 0.47% | 43 |
|
|
2024
Q3 | $729K | Sell |
8,174
-620
| -7% | -$55.3K | 0.53% | 44 |
|
|
2024
Q2 | $648K | Hold |
8,794
| – | – | 0.49% | 44 |
|
|
2024
Q1 | $587K | Sell |
8,794
-100
| -1% | -$6.68K | 0.48% | 47 |
|
|
2023
Q4 | $544K | Hold |
8,894
| – | – | 0.48% | 46 |
|
|
2023
Q3 | $506K | Buy |
8,894
+100
| +1% | +$5.69K | 0.5% | 48 |
|
|
2023
Q2 | $551K | Sell |
8,794
-19,801
| -69% | -$1.24M | 0.51% | 48 |
|
|
2023
Q1 | $1.79M | Buy |
28,595
+2
| +0% | +$125 | 1.66% | 13 |
|
|
2022
Q4 | $1.75M | Buy |
28,593
+2
| +0% | +$123 | 1.73% | 13 |
|
|
2022
Q3 | $1.61M | Buy |
28,591
+2
| +0% | +$112 | 1.77% | 12 |
|
|
2022
Q2 | $1.81M | Buy |
28,589
+1
| +0% | +$63 | 1.85% | 13 |
|
|
2022
Q1 | $2M | Buy |
28,588
+2
| +0% | +$140 | 1.71% | 13 |
|
|
2021
Q4 | $1.91M | Buy |
28,586
+2
| +0% | +$133 | 1.62% | 14 |
|
|
2021
Q3 | $1.74M | Buy |
28,584
+321
| +1% | +$19.6K | 1.58% | 14 |
|
|
2021
Q2 | $1.69M | Hold |
28,263
| – | – | 1.53% | 16 |
|
|
2021
Q1 | $1.7M | Buy |
28,263
+19,569
| +225% | +$1.18M | 1.63% | 14 |
|
|
2020
Q4 | $507K | Buy |
+8,694
| New | +$507K | 0.51% | 48 |
|