WealthPLAN 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 | $393K | Hold |
4,671
| – | – | 0.06% | 191 |
|
|
2025
Q1 | $384K | Hold |
4,671
| – | – | 0.05% | 191 |
|
|
2024
Q4 | $395K | Hold |
4,671
| – | – | 0.06% | 186 |
|
|
2024
Q3 | $417K | Hold |
4,671
| – | – | 0.06% | 193 |
|
|
2024
Q2 | $344K | Sell |
4,671
-16
| -0.3% | -$1.18K | 0.04% | 238 |
|
|
2024
Q1 | $313K | Hold |
4,687
| – | – | 0.03% | 256 |
|
|
2023
Q4 | $287K | Hold |
4,687
| – | – | 0.03% | 270 |
|
|
2023
Q3 | $267K | Hold |
4,687
| – | – | 0.03% | 273 |
|
|
2023
Q2 | $293K | Sell |
4,687
-200
| -4% | -$12.5K | 0.04% | 244 |
|
|
2023
Q1 | $305K | Hold |
4,887
| – | – | 0.03% | 250 |
|
|
2022
Q4 | $299K | Buy |
+4,887
| New | +$299K | 0.02% | 314 |
|
|
2022
Q1 | $326K | Sell |
4,687
-1,000
| -18% | -$69.6K | 0.02% | 304 |
|
|
2021
Q4 | $378K | Hold |
5,687
| – | – | 0.02% | 288 |
|
|
2021
Q3 | $367K | Buy |
+5,687
| New | +$367K | 0.02% | 289 |
|
|
2016
Q3 | – | Sell |
-1,147
| Closed | -$53 | – | 1045 |
|
|
2016
Q2 | $53 | Buy |
+1,147
| New | +$53 | ﹤0.01% | 2451 |
|
|
2015
Q4 | $88 | Buy |
+2,284
| New | +$88 | ﹤0.01% | 1638 |
|
|
2015
Q2 | $44K | Buy |
+1,131
| New | +$44K | 0.02% | 183 |
|