UAS
United Asset Strategies’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,921
| Closed | -$416K | – | 245 |
|
|
2024
Q4 | $416K | Buy |
4,921
+127
| +3% | +$10.7K | 0.04% | 187 |
|
|
2024
Q3 | $428K | Buy |
+4,794
| New | +$428K | 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% | -$974 | 0.07% | 132 |
|
|
2016
Q4 | $227K | Sell |
5,172
-500
| -9% | -$21.9K | 0.07% | 128 |
|
|
2016
Q3 | $237K | Buy |
5,672
+22
| +0.4% | +$919 | 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% | +$19.4K | 0.1% | 123 |
|
|
2015
Q3 | $217K | Hold |
5,150
| – | – | 0.1% | 118 |
|
|
2015
Q2 | $202K | Buy |
+5,150
| New | +$202K | 0.09% | 124 |
|
|
2015
Q1 | – | Sell |
-5,150
| Closed | -$213K | – | 128 |
|
|
2014
Q4 | $213K | Buy |
+5,150
| New | +$213K | 0.09% | 117 |
|
|
2014
Q3 | – | Sell |
-5,150
| Closed | -$210K | – | 137 |
|
|
2014
Q2 | $210K | Sell |
5,150
-7,200
| -58% | -$294K | 0.1% | 110 |
|
|
2014
Q1 | $471K | Buy |
+12,350
| New | +$471K | 0.27% | 70 |
|