Wealthcare Advisory Partners’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 | $558K | Buy |
6,625
+143
| +2% | +$12K | 0.01% | 615 |
|
|
2025
Q1 | $533K | Sell |
6,482
-149
| -2% | -$12.3K | 0.01% | 583 |
|
|
2024
Q4 | $560K | Sell |
6,631
-22
| -0.3% | -$1.86K | 0.02% | 543 |
|
|
2024
Q3 | $594K | Buy |
6,653
+1,024
| +18% | +$91.4K | 0.02% | 530 |
|
|
2024
Q2 | $415K | Buy |
+5,629
| New | +$415K | 0.01% | 576 |
|
|
2021
Q2 | – | Sell |
-69
| Closed | -$4K | – | 1471 |
|
|
2021
Q1 | $4K | Buy |
+69
| New | +$4K | ﹤0.01% | 1722 |
|
|
2020
Q1 | – | Sell |
-385
| Closed | -$23K | – | 1566 |
|
|
2019
Q4 | $23K | Hold |
385
| – | – | ﹤0.01% | 733 |
|
|
2019
Q3 | $24K | Sell |
385
-505
| -57% | -$31.5K | ﹤0.01% | 704 |
|
|
2019
Q2 | $52K | Hold |
890
| – | – | 0.01% | 493 |
|
|
2019
Q1 | $53K | Hold |
890
| – | – | 0.01% | 449 |
|
|
2018
Q4 | $46K | Buy |
890
+385
| +76% | +$19.9K | 0.01% | 442 |
|
|
2018
Q3 | $27K | Hold |
505
| – | – | 0.01% | 605 |
|
|
2018
Q2 | $27K | Hold |
505
| – | – | 0.01% | 595 |
|
|
2018
Q1 | $25K | Sell |
505
-26
| -5% | -$1.29K | 0.01% | 547 |
|
|
2017
Q4 | $27K | Buy |
531
+23
| +5% | +$1.17K | 0.01% | 480 |
|
|
2017
Q3 | $23K | Buy |
+508
| New | +$23K | 0.01% | 409 |
|