Capital Planning Advisors’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
2025 Q2	$369K	Sell	4,380 -1	-0%	-$84	0.05%	110
2025 Q1	$361K	Sell	4,381 -12	-0.3%	-$988	0.06%	112
2024 Q4	$371K	Buy	4,393 +12	+0.3%	+$1.01K	0.06%	112
2024 Q3	$391K	Buy	+4,381	New	+$391K	0.06%	109