Impact Partnership Wealth’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 Q2	–	Sell	-9,000	Closed	-$601K	–	548
2024 Q1	$601K	Sell	9,000 -4,571	-34%	-$305K	0.24%	60
2023 Q4	$830K	Buy	13,571 +8,650	+176%	+$529K	0.3%	43
2023 Q3	$280K	Buy	4,921 +4,515	+1,112%	+$257K	0.09%	134
2023 Q2	$25.4K	Buy	+406	New	+$25.4K	0.01%	313