WealthOne’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,991
| Closed | -$240K | – | 135 |
|
|
2021
Q1 | $240K | Buy |
3,991
+9
| +0.2% | +$541 | 0.1% | 107 |
|
|
2020
Q4 | $232K | Buy |
3,982
+20
| +0.5% | +$1.17K | 0.11% | 96 |
|
|
2020
Q3 | $218K | Sell |
3,962
-397
| -9% | -$21.8K | 0.12% | 97 |
|
|
2020
Q2 | $214K | Sell |
4,359
-115
| -3% | -$5.65K | 0.13% | 89 |
|
|
2020
Q1 | $201K | Sell |
4,474
-531
| -11% | -$23.9K | 0.15% | 86 |
|
|
2019
Q4 | $296K | Buy |
5,005
+93
| +2% | +$5.5K | 0.18% | 72 |
|
|
2019
Q3 | $305K | Buy |
4,912
+137
| +3% | +$8.51K | 0.22% | 66 |
|
|
2019
Q2 | $281K | Buy |
+4,775
| New | +$281K | 0.2% | 81 |
|
|
2019
Q1 | – | Sell |
-4,662
| Closed | -$243K | – | 423 |
|
|
2018
Q4 | $243K | Buy |
+4,662
| New | +$243K | 0.21% | 63 |
|