SVWAG
Sound View Wealth Advisors Group’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
13,576
-389
| -3% | -$32.7K | 0.08% | 171 |
|
|
2025
Q1 | $1.15M | Sell |
13,965
-197
| -1% | -$16.2K | 0.09% | 161 |
|
|
2024
Q4 | $1.2M | Sell |
14,162
-119
| -0.8% | -$10.1K | 0.1% | 164 |
|
|
2024
Q3 | $1.27M | Sell |
14,281
-97
| -0.7% | -$8.65K | 0.1% | 161 |
|
|
2024
Q2 | $1.06M | Buy |
14,378
+85
| +0.6% | +$6.27K | 0.11% | 158 |
|
|
2024
Q1 | $954K | Buy |
14,293
+99
| +0.7% | +$6.61K | 0.1% | 166 |
|
|
2023
Q4 | $868K | Sell |
14,194
-264
| -2% | -$16.1K | 0.1% | 175 |
|
|
2023
Q3 | $823K | Buy |
14,458
+424
| +3% | +$24.1K | 0.1% | 165 |
|
|
2023
Q2 | $879K | Sell |
14,034
-251
| -2% | -$15.7K | 0.12% | 164 |
|
|
2023
Q1 | $892K | Buy |
14,285
+91
| +0.6% | +$5.68K | 0.12% | 161 |
|
|
2022
Q4 | $868K | Buy |
14,194
+1,628
| +13% | +$99.6K | 0.1% | 175 |
|
|
2022
Q3 | $707K | Buy |
12,566
+13
| +0.1% | +$731 | 0.16% | 126 |
|
|
2022
Q2 | $794K | Sell |
12,553
-82
| -0.6% | -$5.19K | 0.17% | 123 |
|
|
2022
Q1 | $884K | Buy |
12,635
+2
| +0% | +$140 | 0.17% | 121 |
|
|
2021
Q4 | $843K | Buy |
12,633
+556
| +5% | +$37.1K | 0.16% | 130 |
|
|
2021
Q3 | $735K | Sell |
12,077
-599
| -5% | -$36.5K | 0.15% | 140 |
|
|
2021
Q2 | $757K | Sell |
12,676
-276
| -2% | -$16.5K | 0.16% | 133 |
|
|
2021
Q1 | $780K | Buy |
12,952
+350
| +3% | +$21.1K | 0.18% | 120 |
|
|
2020
Q4 | $735K | Buy |
12,602
+102
| +0.8% | +$5.95K | 0.18% | 122 |
|
|
2020
Q3 | $686K | Sell |
12,500
-142
| -1% | -$7.79K | 0.18% | 120 |
|
|
2020
Q2 | $622K | Buy |
12,642
+146
| +1% | +$7.18K | 0.18% | 118 |
|
|
2020
Q1 | $561K | Sell |
12,496
-526
| -4% | -$23.6K | 0.19% | 111 |
|
|
2019
Q4 | $769K | Buy |
13,022
+1,209
| +10% | +$71.4K | 0.22% | 108 |
|
|
2019
Q3 | $733K | Sell |
11,813
-2,303
| -16% | -$143K | 0.22% | 110 |
|
|
2019
Q2 | $830K | Buy |
+14,116
| New | +$830K | 0.25% | 102 |
|