Walled Lake Planning & Wealth Management’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	$273K	Sell	3,246 -3,122	-49%	-$263K	0.09%	112
2025 Q1	$524K	Buy	6,368 +1	+0%	+$82	0.19%	66
2024 Q4	$538K	Buy	6,367 +1	+0%	+$84	0.2%	67
2024 Q3	$568K	Buy	+6,366	New	+$568K	0.21%	59