Smallwood Wealth Investment Management’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $760K | Hold |
9,238
| – | – | 0.48% | 29 |
|
|
2024
Q4 | $781K | Sell |
9,238
-29
| -0.3% | -$2.45K | 0.53% | 29 |
|
|
2024
Q3 | $827K | Buy |
9,267
+115
| +1% | +$10.3K | 0.59% | 26 |
|
|
2024
Q2 | $675K | Hold |
9,152
| – | – | 0.52% | 29 |
|
|
2024
Q1 | $611K | Hold |
9,152
| – | – | 0.47% | 35 |
|
|
2023
Q4 | $560K | Buy |
9,152
+3,782
| +70% | +$231K | 0.46% | 33 |
|
|
2023
Q3 | $306K | Sell |
5,370
-51
| -0.9% | -$2.9K | 0.28% | 48 |
|
|
2023
Q2 | $339K | Hold |
5,421
| – | – | 0.3% | 48 |
|
|
2023
Q1 | $339K | Hold |
5,421
| – | – | 0.32% | 45 |
|
|
2022
Q4 | $332K | Hold |
5,421
| – | – | 0.28% | 53 |
|
|
2022
Q3 | $305K | Buy |
5,421
+11
| +0.2% | +$619 | 0.27% | 57 |
|
|
2022
Q2 | $342K | Hold |
5,410
| – | – | 0.35% | 48 |
|
|
2022
Q1 | $379K | Sell |
5,410
-14
| -0.3% | -$981 | 0.36% | 40 |
|
|
2021
Q4 | $362K | Buy |
+5,424
| New | +$362K | 0.34% | 41 |
|