WealthPlan Investment 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
2023 Q1	–	Sell	-4,887	Closed	-$300K	–	532
2022 Q4	$300K	Buy	4,887 +200	+4%	+$12.3K	0.02%	315
2022 Q3	$281K	Buy	+4,687	New	+$281K	0.02%	306
2022 Q1	$326K	Buy	+4,687	New	+$326K	0.02%	304