Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
+3,737
| New | +$315K | 0.01% | 562 |
|
|
2023
Q3 | – | Sell |
-3,682
| Closed | -$231K | – | 638 |
|
|
2023
Q2 | $231K | Buy |
+3,682
| New | +$231K | 0.01% | 498 |
|
|
2021
Q2 | – | Sell |
-182
| Closed | -$11K | – | 1341 |
|
|
2021
Q1 | $11K | Buy |
182
+29
| +19% | +$1.75K | ﹤0.01% | 1260 |
|
|
2020
Q4 | $9K | Sell |
153
-387
| -72% | -$22.8K | ﹤0.01% | 1196 |
|
|
2020
Q3 | $30K | Sell |
540
-433
| -45% | -$24.1K | ﹤0.01% | 789 |
|
|
2020
Q2 | $48K | Buy |
973
+742
| +321% | +$36.6K | ﹤0.01% | 713 |
|
|
2020
Q1 | $11K | Buy |
+231
| New | +$11K | ﹤0.01% | 1025 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1676 |
|
|
2019
Q3 | – | Sell |
-29
| Closed | -$2K | – | 1628 |
|
|
2019
Q2 | $2K | Buy |
29
+4
| +16% | +$276 | ﹤0.01% | 1413 |
|
|
2019
Q1 | $1K | Sell |
25
-500
| -95% | -$20K | ﹤0.01% | 1470 |
|
|
2018
Q4 | $27K | Sell |
525
-2
| -0.4% | -$103 | ﹤0.01% | 623 |
|
|
2018
Q3 | $28K | Buy |
527
+7
| +1% | +$372 | ﹤0.01% | 664 |
|
|
2018
Q2 | $27K | Sell |
520
-77
| -13% | -$4K | ﹤0.01% | 673 |
|
|
2018
Q1 | $30K | Buy |
597
+95
| +19% | +$4.77K | ﹤0.01% | 609 |
|
|
2017
Q4 | $26K | Buy |
+502
| New | +$26K | ﹤0.01% | 612 |
|