WealthSource Partners’s Public Service Enterprise Group PEG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $292K | Sell |
4,775
-143
| -3% | -$8.74K | 0.02% | 418 |
|
2023
Q3 | $280K | Sell |
4,918
-52
| -1% | -$2.96K | 0.02% | 409 |
|
2023
Q2 | $311K | Buy |
4,970
+1
| +0% | +$63 | 0.02% | 402 |
|
2023
Q1 | $310K | Buy |
+4,969
| New | +$310K | 0.02% | 400 |
|
2016
Q4 | – | Sell |
-5,860
| Closed | -$245K | – | 279 |
|
2016
Q3 | $245K | Sell |
5,860
-362
| -6% | -$15.1K | 0.09% | 208 |
|
2016
Q2 | $290K | Buy |
+6,222
| New | +$290K | 0.11% | 174 |
|