Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $65.3K | Hold |
773
| – | – | 0.01% | 273 |
|
|
2024
Q3 | $69K | Hold |
773
| – | – | 0.01% | 276 |
|
|
2024
Q2 | $57K | Buy |
773
+13
| +2% | +$958 | 0.01% | 285 |
|
|
2024
Q1 | $50.7K | Hold |
760
| – | – | 0.01% | 290 |
|
|
2023
Q4 | $46.5K | Buy |
760
+7
| +0.9% | +$428 | 0.01% | 295 |
|
|
2023
Q3 | $42.8K | Buy |
753
+7
| +0.9% | +$398 | 0.01% | 304 |
|
|
2023
Q2 | $46.7K | Buy |
746
+8
| +1% | +$501 | 0.01% | 300 |
|
|
2023
Q1 | $46.1K | Sell |
738
-35
| -5% | -$2.19K | 0.01% | 302 |
|
|
2022
Q4 | $47.4K | Buy |
773
+47
| +6% | +$2.88K | 0.01% | 292 |
|
|
2022
Q3 | $41K | Buy |
726
+6
| +0.8% | +$339 | 0.01% | 314 |
|
|
2022
Q2 | $46K | Buy |
720
+7
| +1% | +$447 | 0.01% | 293 |
|
|
2022
Q1 | $50K | Buy |
713
+5
| +0.7% | +$351 | 0.01% | 278 |
|
|
2021
Q4 | $47K | Buy |
708
+5
| +0.7% | +$332 | 0.01% | 299 |
|
|
2021
Q3 | $43K | Buy |
703
+6
| +0.9% | +$367 | 0.01% | 293 |
|
|
2021
Q2 | $42K | Buy |
697
+7
| +1% | +$422 | 0.01% | 297 |
|
|
2021
Q1 | $42 | Buy |
690
+5
| +0.7% | – | 0.01% | 296 |
|
|
2020
Q4 | $40K | Buy |
685
+6
| +0.9% | +$350 | 0.01% | 280 |
|
|
2020
Q3 | $37K | Buy |
679
+6
| +0.9% | +$327 | 0.01% | 269 |
|
|
2020
Q2 | $33K | Sell |
673
-681
| -50% | -$33.4K | 0.01% | 285 |
|
|
2020
Q1 | $61K | Buy |
+1,354
| New | +$61K | 0.03% | 200 |
|