Sterling Investment Advisors (Pennsylvania)’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-450
| Closed | -$28K | – | 383 |
|
2022
Q2 | $28K | Buy |
450
+1
| +0.2% | +$62 | 0.01% | 291 |
|
2022
Q1 | $31K | Buy |
449
+1
| +0.2% | +$69 | 0.01% | 315 |
|
2021
Q4 | $30K | Buy |
448
+1
| +0.2% | +$67 | 0.01% | 320 |
|
2021
Q3 | $27K | Buy |
447
+147
| +49% | +$8.88K | 0.01% | 325 |
|
2021
Q2 | $18K | Hold |
300
| – | – | 0.01% | 368 |
|
2021
Q1 | $18K | Hold |
300
| – | – | 0.01% | 350 |
|
2020
Q4 | $17K | Hold |
300
| – | – | 0.01% | 322 |
|
2020
Q3 | $16K | Hold |
300
| – | – | 0.01% | 313 |
|
2020
Q2 | $14K | Hold |
300
| – | – | 0.01% | 323 |
|
2020
Q1 | $13K | Hold |
300
| – | – | 0.01% | 302 |
|
2019
Q4 | $17K | Hold |
300
| – | – | 0.01% | 308 |
|
2019
Q3 | $19K | Hold |
300
| – | – | 0.01% | 298 |
|
2019
Q2 | $18K | Hold |
300
| – | – | 0.01% | 305 |
|
2019
Q1 | $18K | Hold |
300
| – | – | 0.01% | 300 |
|
2018
Q4 | $15K | Hold |
300
| – | – | 0.01% | 303 |
|
2018
Q3 | $16K | Hold |
300
| – | – | 0.01% | 324 |
|
2018
Q2 | $16K | Hold |
300
| – | – | 0.01% | 306 |
|
2018
Q1 | $15K | Hold |
300
| – | – | 0.01% | 300 |
|
2017
Q4 | $15K | Hold |
300
| – | – | 0.01% | 281 |
|
2017
Q3 | $14K | Sell |
300
-58
| -16% | -$2.71K | 0.01% | 277 |
|
2017
Q2 | $15K | Buy |
358
+58
| +19% | +$2.43K | 0.01% | 277 |
|
2017
Q1 | $13K | Hold |
300
| – | – | 0.01% | 278 |
|
2016
Q4 | $13K | Buy |
+300
| New | +$13K | 0.01% | 243 |
|