Triad 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
2025 Q2	$438K	Buy	5,207 +577	+12%	+$48.6K	0.09%	170
2025 Q1	$381K	Buy	4,630 +50	+1%	+$4.12K	0.12%	128
2024 Q4	$387K	Buy	+4,580	New	+$387K	0.14%	113
2024 Q3	–	Sell	-45	Closed	-$3.32K	–	657
2024 Q2	$3.32K	Buy	+45	New	+$3.32K	﹤0.01%	657