Smallwood Wealth Investment 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
Q3 | $777K | Hold |
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|
2025
Q2 | $784K | Buy |
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|
2025
Q1 | $760K | Hold |
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|
2024
Q4 | $781K | Sell |
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|
2024
Q3 | $827K | Buy |
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|
2024
Q2 | $675K | Hold |
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|
2024
Q1 | $611K | Hold |
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|
2023
Q4 | $560K | Buy |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $339K | Hold |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $332K | Hold |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $342K | Hold |
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|
2022
Q1 | $379K | Sell |
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|
2021
Q4 | $362K | Buy |
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