AllSquare Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History

AllSquare Wealth Management’s Portfolio SJI Stock Details SJI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-160	Closed	-$5.68K	–	568
2022 Q4	$5.68K	Hold	160	–	–	﹤0.01%	409
2022 Q3	$5K	Hold	160	–	–	﹤0.01%	420
2022 Q2	$5K	Hold	160	–	–	﹤0.01%	427
2022 Q1	$6K	Hold	160	–	–	﹤0.01%	420
2021 Q4	$4K	Hold	160	–	–	﹤0.01%	441
2021 Q3	$3K	Hold	160	–	–	﹤0.01%	447
2021 Q2	$4K	Hold	160	–	–	﹤0.01%	448
2021 Q1	$4K	Hold	160	–	–	﹤0.01%	438
2020 Q4	$3K	Buy	+160	New	+$3.46K	﹤0.01%	420

Other funds holding SJI

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

AllSquare Wealth Management's SJI Position: Q1 2023 in Review

AllSquare Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 160 shares — an estimated $5.68K sold.

AllSquare Wealth Management first reported a position in SJI in Q4 2020 and held it in 9 quarters. The position peaked at $6K in Q1 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

AllSquare Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
AllSquare Wealth Management sold 160 South Jersey Industries, Inc. shares in Q1 2023, an estimated $5.68K.
AllSquare Wealth Management first reported a position in South Jersey Industries, Inc. in Q4 2020 and held it in 9 quarters.
AllSquare Wealth Management's South Jersey Industries, Inc. position peaked at $6K in Q1 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on AllSquare Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.