Avantax Planning Partners’s Public Service Enterprise Group PEG Stock Holding History

Avantax Planning Partners’s Portfolio PEG Stock Details PEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$328K	Sell
2025 Q1	$327K	Sell
2024 Q4	$358K	Sell
2024 Q3	$405K	Sell
2024 Q2	$577K	Sell
2024 Q1	$769K	Buy
2018 Q4	–	Sell
2018 Q3	$41K	Buy
2018 Q2	–	Sell
2018 Q1	$43K	Buy