TCI Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History
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 |
|
Other funds holding PEG
TCI Wealth Advisors's PEG Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q2 2023, closing a stake of 193 shares — an estimated $12.1K sold.
TCI Wealth Advisors first reported a position in PEG in Q2 2013 and held it in 40 quarters. The position peaked at $27K in Q2 2022. 934 funds tracked by Wall St. Rank hold PEG as of Q2 2023.
- TCI Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 193 Public Service Enterprise Group shares in Q2 2023, an estimated $12.1K.
- TCI Wealth Advisors first reported a position in Public Service Enterprise Group in Q2 2013 and held it in 40 quarters.
- TCI Wealth Advisors's Public Service Enterprise Group position peaked at $27K in Q2 2022.
- 934 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.