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BDO Wealth Advisors, LLC

SEC CIK
0001713458
Latest filing
Aug 1, 2023

PEG holding history

Public Service Enterprise Group Inc in every 13F filed by BDO Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEG overviewAll 13F holders of PEGFull Q2 2023 holdings

Shares (Q2 2023)
25,685
Value
$1.61M
% of portfolio
0.2%
Quarters held
10
Since Q1 2021
Holdings of PEG by BDO Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202325,685$1.61M0.2%+595+2.4%AddedHolders
Q1 202325,090$1.57M0.2%−286−1.1%ReducedHolders
Q4 202225,376$1.55M0.2%+2,027+8.7%AddedHolders
Q3 202223,349$1.31M0.2%−256−1.1%ReducedHolders
Q2 202223,605$1.49M0.2%+349+1.5%AddedHolders
Q1 202223,256$1.63M0.2%+1,278+5.8%AddedHolders
Q4 202121,978$1.47M0.2%+244+1.1%AddedHolders
Q3 202121,734$1.32M0.1%+814+3.9%AddedHolders
Q2 202120,920$1.25M0.1%+1,372+7.0%AddedHolders
Q1 202119,548$1.18M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.