Surevest’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 | $14K | Hold |
257
| – | – | ﹤0.01% | 265 |
|
|
2022
Q2 | $16K | Hold |
257
| – | – | ﹤0.01% | 281 |
|
|
2022
Q1 | $18K | Hold |
257
| – | – | ﹤0.01% | 252 |
|
|
2021
Q4 | $17K | Buy |
+257
| New | +$17K | ﹤0.01% | 256 |
|
|
2020
Q1 | – | Sell |
-3,395
| Closed | -$200K | – | 126 |
|
|
2019
Q4 | $200K | Hold |
3,395
| – | – | 0.09% | 142 |
|
|
2019
Q3 | $211K | Sell |
3,395
-1,800
| -35% | -$112K | 0.1% | 127 |
|
|
2019
Q2 | $306K | Buy |
+5,195
| New | +$306K | 0.16% | 112 |
|