Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $526K | Buy |
9,582
+4,469
| +87% | +$245K | 0.02% | 261 |
|
|
2020
Q2 | $251K | Sell |
5,113
-27
| -0.5% | -$1.33K | 0.02% | 373 |
|
|
2020
Q1 | $231K | Buy |
5,140
+270
| +6% | +$12.1K | 0.02% | 356 |
|
|
2019
Q4 | $288K | Buy |
4,870
+380
| +8% | +$22.5K | 0.02% | 387 |
|
|
2019
Q3 | $279K | Sell |
4,490
-120
| -3% | -$7.46K | 0.02% | 359 |
|
|
2019
Q2 | $271K | Buy |
4,610
+121
| +3% | +$7.11K | 0.02% | 375 |
|
|
2019
Q1 | $267K | Buy |
4,489
+108
| +2% | +$6.42K | 0.02% | 381 |
|
|
2018
Q4 | $228K | Sell |
4,381
-258
| -6% | -$13.4K | 0.02% | 376 |
|
|
2018
Q3 | $245K | Sell |
4,639
-190
| -4% | -$10K | 0.02% | 405 |
|
|
2018
Q2 | $261K | Buy |
4,829
+30
| +0.6% | +$1.62K | 0.02% | 397 |
|
|
2018
Q1 | $241K | Sell |
4,799
-276
| -5% | -$13.9K | 0.02% | 415 |
|
|
2017
Q4 | $261K | Buy |
5,075
+451
| +10% | +$23.2K | 0.03% | 410 |
|
|
2017
Q3 | $214K | Buy |
4,624
+770
| +20% | +$35.6K | 0.02% | 449 |
|
|
2017
Q2 | $166K | Buy |
3,854
+1,540
| +67% | +$66.3K | 0.02% | 518 |
|
|
2017
Q1 | $103K | Buy |
2,314
+381
| +20% | +$17K | 0.01% | 594 |
|
|
2016
Q4 | $85K | Sell |
1,933
-389
| -17% | -$17.1K | 0.01% | 630 |
|
|
2016
Q3 | $97K | Buy |
2,322
+778
| +50% | +$32.5K | 0.02% | 576 |
|
|
2016
Q2 | $72K | Sell |
1,544
-3,653
| -70% | -$170K | 0.01% | 627 |
|
|
2016
Q1 | $245K | Sell |
5,197
-247
| -5% | -$11.6K | 0.04% | 302 |
|
|
2015
Q4 | $211K | Buy |
+5,444
| New | +$211K | 0.04% | 348 |
|