A.D. Beadell Investment Counsel’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-22,075
| Closed | -$743K | – | 94 |
|
|
2016
Q4 | $743K | Sell |
22,075
-44,560
| -67% | -$1.5M | 0.64% | 55 |
|
|
2016
Q3 | $1.97M | Sell |
66,635
-16,500
| -20% | -$488K | 1.64% | 20 |
|
|
2016
Q2 | $2.63M | Buy |
83,135
+1,525
| +2% | +$48.2K | 2.15% | 10 |
|
|
2016
Q1 | $2.32M | Buy |
81,610
+14,800
| +22% | +$421K | 2.13% | 11 |
|
|
2015
Q4 | $1.57M | Buy |
66,810
+47,130
| +239% | +$1.11M | 1.38% | 29 |
|
|
2015
Q3 | $496K | Buy |
19,680
+9,250
| +89% | +$233K | 0.45% | 70 |
|
|
2015
Q2 | $257K | Buy |
+10,430
| New | +$257K | 0.21% | 97 |
|