Waverly 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 | $406K | Buy |
4,827
+101
| +2% | +$8.5K | ﹤0.01% | 865 |
|
|
2025
Q1 | $389K | Buy |
4,726
+1,580
| +50% | +$130K | ﹤0.01% | 846 |
|
|
2024
Q4 | $266K | Buy |
+3,146
| New | +$266K | ﹤0.01% | 855 |
|
|
2015
Q4 | – | Sell |
-1,145
| Closed | -$48K | – | 316 |
|
|
2015
Q3 | $48K | Buy |
+1,145
| New | +$48K | 0.03% | 143 |
|
|
2014
Q1 | – | Sell |
-39
| Closed | -$1K | – | 803 |
|
|
2013
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 808 |
|
|
2013
Q3 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 560 |
|