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

TCI Wealth Advisors’s Portfolio PEG Stock Details PEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-193	Closed	-$12.1K	–	1641
2023 Q1	$12.1K	Sell	193 -1	-0.5%	-$61	﹤0.01%	972
2022 Q4	$11.9K	Sell	194 -244	-56%	-$14.2K	﹤0.01%	947
2022 Q3	$25K	Buy	438 +10	+2%	+$644	﹤0.01%	569
2022 Q2	$27K	Buy	428 +147	+52%	+$9.99K	﹤0.01%	555
2022 Q1	$20K	Sell	281 -7	-2%	-$463	﹤0.01%	701
2021 Q4	$19K	Sell	288 -8	-3%	-$506	﹤0.01%	739
2021 Q3	$18K	Buy	296 +84	+40%	+$5.25K	﹤0.01%	735
2021 Q2	$13K	Buy	212 +9	+4%	+$556	﹤0.01%	807
2021 Q1	$12K	Buy	203 +123	+154%	+$7.09K	0.01%	764
2020 Q4	$5K	Sell	80 -9	-10%	-$524	﹤0.01%	893
2020 Q3	$5K	Hold	89	–	–	﹤0.01%	785
2020 Q2	$4K	Buy	89 +8	+10%	+$399	﹤0.01%	826
2020 Q1	$4K	Sell	81 -69	-46%	-$3.73K	﹤0.01%	785
2019 Q4	$9K	Buy	150 +5	+3%	+$303	﹤0.01%	726
2019 Q3	$9K	Hold	145	–	–	﹤0.01%	669
2019 Q2	$9K	Hold	145	–	–	﹤0.01%	650
2019 Q1	$9K	Hold	145	–	–	﹤0.01%	656
2018 Q4	$8K	Hold	145	–	–	﹤0.01%	676
2018 Q3	$8K	Hold	145	–	–	﹤0.01%	691
2018 Q2	$8K	Hold	145	–	–	﹤0.01%	686
2018 Q1	$7K	Hold	145	–	–	﹤0.01%	685
2017 Q4	$7K	Hold	145	–	–	﹤0.01%	711
2017 Q3	$7K	Hold	145	–	–	﹤0.01%	672
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%	+$2.68K	﹤0.01%	656
2015 Q4	$3K	Sell	82 -2	-2%	-$80	﹤0.01%	808
2015 Q3	$4K	Hold	84	–	–	﹤0.01%	676
2015 Q2	$3K	Buy	84 +5	+6%	+$207	﹤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%	668
2013 Q3	$3K	Hold	79	–	–	﹤0.01%	592
2013 Q2	$3K	Buy	+79	New	+$2.7K	﹤0.01%	543