TWA
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TCI Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

TCI Wealth Advisors’s Portfolio PEG Stock Details PEG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-193
Closed -$12.1K – 1641
2023
Q1 		$12.1K Sell
193
-1
-0.5% -$62 ﹤0.01% 972
2022
Q4 		$11.9K Sell
194
-244
-56% -$14.9K ﹤0.01% 947
2022
Q3 		$25K Buy
438
+10
+2% +$571 ﹤0.01% 569
2022
Q2 		$27K Buy
428
+147
+52% +$9.27K ﹤0.01% 554
2022
Q1 		$20K Sell
281
-7
-2% -$498 ﹤0.01% 701
2021
Q4 		$19K Sell
288
-8
-3% -$528 ﹤0.01% 739
2021
Q3 		$18K Buy
296
+84
+40% +$5.11K ﹤0.01% 720
2021
Q2 		$13K Buy
212
+9
+4% +$552 ﹤0.01% 789
2021
Q1 		$12K Buy
203
+123
+154% +$7.27K 0.01% 746
2020
Q4 		$5K Sell
80
-9
-10% -$563 ﹤0.01% 869
2020
Q3 		$5K Hold
89
– – ﹤0.01% 768
2020
Q2 		$4K Buy
89
+8
+10% +$360 ﹤0.01% 814
2020
Q1 		$4K Sell
81
-69
-46% -$3.41K ﹤0.01% 775
2019
Q4 		$9K Buy
150
+5
+3% +$300 ﹤0.01% 722
2019
Q3 		$9K Hold
145
– – ﹤0.01% 665
2019
Q2 		$9K Hold
145
– – ﹤0.01% 646
2019
Q1 		$9K Hold
145
– – ﹤0.01% 650
2018
Q4 		$8K Hold
145
– – ﹤0.01% 668
2018
Q3 		$8K Hold
145
– – ﹤0.01% 681
2018
Q2 		$8K Hold
145
– – ﹤0.01% 686
2018
Q1 		$7K Hold
145
– – ﹤0.01% 682
2017
Q4 		$7K Hold
145
– – ﹤0.01% 711
2017
Q3 		$7K Hold
145
– – ﹤0.01% 671
2017
Q2 		$6K Hold
145
– – ﹤0.01% 718
2017
Q1 		$6K Hold
145
– – ﹤0.01% 688
2016
Q4 		$6K Hold
145
– – ﹤0.01% 737
2016
Q3 		$6K Hold
145
– – ﹤0.01% 691
2016
Q2 		$7K Hold
145
– – ﹤0.01% 653
2016
Q1 		$7K Buy
145
+63
+77% +$3.04K ﹤0.01% 656
2015
Q4 		$3K Sell
82
-2
-2% -$73 ﹤0.01% 808
2015
Q3 		$4K Hold
84
– – ﹤0.01% 676
2015
Q2 		$3K Buy
84
+5
+6% +$179 ﹤0.01% 746
2015
Q1 		$3K Hold
79
– – ﹤0.01% 677
2014
Q4 		$3K Hold
79
– – ﹤0.01% 671
2014
Q3 		$3K Hold
79
– – ﹤0.01% 671
2014
Q2 		$3K Hold
79
– – ﹤0.01% 700
2014
Q1 		$3K Hold
79
– – ﹤0.01% 662
2013
Q4 		$3K Hold
79
– – ﹤0.01% 666
2013
Q3 		$3K Hold
79
– – ﹤0.01% 590
2013
Q2 		$3K Buy
+79
New +$3K ﹤0.01% 541