Alpha Windward’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,320
| Closed | -$360K | – | 231 |
|
|
2020
Q3 | $360K | Buy |
13,320
+2,280
| +21% | +$61.6K | 0.26% | 175 |
|
|
2020
Q2 | $360K | Buy |
+11,040
| New | +$360K | 0.28% | 151 |
|
|
2016
Q4 | – | Sell |
-12,600
| Closed | -$414K | – | 443 |
|
|
2016
Q3 | $414K | Buy |
+12,600
| New | +$414K | 0.29% | 152 |
|
|
2015
Q3 | – | Sell |
-14,940
| Closed | -$412K | – | 443 |
|
|
2015
Q2 | $412K | Buy |
+14,940
| New | +$412K | 0.28% | 153 |
|