Shepherd Financial 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
2025 Q1	–	Sell	-2,375	Closed	-$201K	–	235
2024 Q4	$201K	Hold	2,375	–	–	0.02%	216
2024 Q3	$212K	Buy	+2,375	New	+$212K	0.03%	209