United Asset Strategies’s Public Service Enterprise Group PEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,921	Closed	-$416K	–	245
2024 Q4	$416K	Buy	4,921 +127	+3%	+$11.2K	0.04%	187
2024 Q3	$428K	Buy	+4,794	New	+$383K	0.04%	190
2019 Q1	–	Sell	-5,150	Closed	-$268K	–	210
2018 Q4	$268K	Hold	5,150	–	–	0.07%	158
2018 Q3	$272K	Hold	5,150	–	–	0.06%	176
2018 Q2	$279K	Hold	5,150	–	–	0.07%	171
2018 Q1	$259K	Hold	5,150	–	–	0.08%	171
2017 Q4	$265K	Hold	5,150	–	–	0.07%	175
2017 Q3	$238K	Hold	5,150	–	–	0.13%	117
2017 Q2	$222K	Hold	5,150	–	–	0.07%	137
2017 Q1	$228K	Sell	5,150 -22	-0.4%	-$971	0.07%	132
2016 Q4	$227K	Sell	5,172 -500	-9%	-$20.9K	0.07%	128
2016 Q3	$237K	Buy	5,672 +22	+0.4%	+$969	0.08%	125
2016 Q2	$263K	Hold	5,650	–	–	0.1%	118
2016 Q1	$266K	Hold	5,650	–	–	0.12%	110
2015 Q4	$219K	Buy	5,650 +500	+10%	+$20.1K	0.1%	123
2015 Q3	$217K	Hold	5,150	–	–	0.1%	118
2015 Q2	$202K	Buy	+5,150	New	+$214K	0.09%	124
2015 Q1	–	Sell	-5,150	Closed	-$213K	–	128
2014 Q4	$213K	Buy	+5,150	New	+$207K	0.09%	117
2014 Q3	–	Sell	-5,150	Closed	-$210K	–	137
2014 Q2	$210K	Sell	5,150 -7,200	-58%	-$280K	0.1%	110
2014 Q1	$471K	Buy	+12,350	New	+$426K	0.27%	70