WOSD
WFA of San Diego’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
+3,500
| New | +$295K | 0.22% | 77 |
|
|
2023
Q2 | – | Sell |
-3,500
| Closed | -$219K | – | 397 |
|
|
2023
Q1 | $219K | Hold |
3,500
| – | – | 0.23% | 71 |
|
|
2022
Q4 | $214K | Buy |
+3,500
| New | +$214K | 0.16% | 91 |
|
|
2022
Q1 | – | Sell |
-3,500
| Closed | -$234K | – | 138 |
|
|
2021
Q4 | $234K | Buy |
+3,500
| New | +$234K | 0.14% | 106 |
|