YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $804K | Sell |
13,124
-4,879
| -27% | -$299K | 0.2% | 98 |
|
|
2022
Q3 | $1.01M | Buy |
18,003
+350
| +2% | +$19.7K | 0.26% | 79 |
|
|
2022
Q2 | $1.12M | Sell |
17,653
-1,084
| -6% | -$68.6K | 0.29% | 74 |
|
|
2022
Q1 | $1.31M | Sell |
18,737
-1,970
| -10% | -$138K | 0.29% | 71 |
|
|
2021
Q4 | $1.38M | Sell |
20,707
-1,064
| -5% | -$71K | 0.31% | 70 |
|
|
2021
Q3 | $1.33M | Buy |
21,771
+1,030
| +5% | +$62.7K | 0.33% | 71 |
|
|
2021
Q2 | $1.24M | Buy |
20,741
+603
| +3% | +$36K | 0.32% | 70 |
|
|
2021
Q1 | $1.21M | Buy |
20,138
+12,505
| +164% | +$753K | 0.36% | 66 |
|
|
2020
Q4 | $445K | Buy |
7,633
+222
| +3% | +$12.9K | 0.15% | 112 |
|
|
2020
Q3 | $407K | Buy |
7,411
+375
| +5% | +$20.6K | 0.17% | 106 |
|
|
2020
Q2 | $346K | Buy |
+7,036
| New | +$346K | 0.16% | 114 |
|
|
2019
Q3 | – | Sell |
-2,787
| Closed | -$164K | – | 515 |
|
|
2019
Q2 | $164K | Sell |
2,787
-95
| -3% | -$5.59K | 0.07% | 204 |
|
|
2019
Q1 | $171K | Sell |
2,882
-249
| -8% | -$14.8K | 0.08% | 180 |
|
|
2018
Q4 | $163K | Sell |
3,131
-141
| -4% | -$7.34K | 0.09% | 168 |
|
|
2018
Q3 | $172K | Sell |
3,272
-140
| -4% | -$7.36K | 0.08% | 187 |
|
|
2018
Q2 | $185K | Hold |
3,412
| – | – | 0.08% | 187 |
|
|
2018
Q1 | $169K | Hold |
3,412
| – | – | 0.08% | 199 |
|
|
2017
Q4 | $167K | Sell |
3,412
-77
| -2% | -$3.77K | 0.08% | 197 |
|
|
2017
Q3 | $161K | Hold |
3,489
| – | – | 0.08% | 203 |
|
|
2017
Q2 | $149K | Buy |
3,489
+424
| +14% | +$18.1K | 0.08% | 201 |
|
|
2017
Q1 | $134K | Buy |
3,065
+543
| +22% | +$23.7K | 0.07% | 206 |
|
|
2016
Q4 | $105K | Buy |
+2,522
| New | +$105K | 0.06% | 234 |
|