American Economic Planning Group’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $236K | Buy |
5,234
+1
| +0% | +$45 | 0.06% | 79 |
|
2019
Q2 | $260K | Buy |
5,233
+100
| +2% | +$4.97K | 0.08% | 77 |
|
2019
Q1 | $256K | Hold |
5,133
| – | – | 0.08% | 73 |
|
2018
Q4 | $234K | Hold |
5,133
| – | – | 0.08% | 71 |
|
2018
Q3 | $237K | Sell |
5,133
-100
| -2% | -$4.62K | 0.08% | 66 |
|
2018
Q2 | $234K | Sell |
5,233
-150
| -3% | -$6.71K | 0.09% | 67 |
|
2018
Q1 | $216K | Buy |
5,383
+200
| +4% | +$8.03K | 0.08% | 81 |
|
2017
Q4 | $208K | Sell |
5,183
-250
| -5% | -$10K | 0.08% | 81 |
|
2017
Q3 | $229K | Hold |
5,433
| – | – | 0.09% | 71 |
|
2017
Q2 | $216K | Hold |
5,433
| – | – | 0.09% | 73 |
|
2017
Q1 | $215K | Buy |
+5,433
| New | +$215K | 0.09% | 71 |
|