WR Wealth Planners’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $5.91K | Hold |
70
| – | – | ﹤0.01% | 666 |
|
2024
Q3 | $6.25K | Buy |
70
+17
| +32% | +$1.52K | ﹤0.01% | 706 |
|
2024
Q2 | $3.91K | Buy |
53
+6
| +13% | +$442 | ﹤0.01% | 760 |
|
2024
Q1 | $3.14K | Buy |
+47
| New | +$3.14K | ﹤0.01% | 798 |
|
2023
Q4 | – | Sell |
-170
| Closed | -$9.68K | – | 656 |
|
2023
Q3 | $9.68K | Hold |
170
| – | – | ﹤0.01% | 574 |
|
2023
Q2 | $10.6K | Buy |
+170
| New | +$10.6K | ﹤0.01% | 548 |
|