Aperio 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $2.58M | Sell |
72,674
-2,759
| -4% | -$98.1K | 0.01% | 1116 |
|
2020
Q3 | $2.04M | Buy |
75,433
+525
| +0.7% | +$14.2K | 0.01% | 1107 |
|
2020
Q2 | $2.45M | Buy |
74,908
+19,503
| +35% | +$637K | 0.01% | 1022 |
|
2020
Q1 | $1.88M | Buy |
55,405
+4,464
| +9% | +$152K | 0.01% | 1038 |
|
2019
Q4 | $2.27M | Buy |
50,941
+4,579
| +10% | +$204K | 0.01% | 1034 |
|
2019
Q3 | $2.1M | Sell |
46,362
-13,105
| -22% | -$592K | 0.01% | 1038 |
|
2019
Q2 | $2.96M | Sell |
59,467
-14,737
| -20% | -$734K | 0.01% | 902 |
|
2019
Q1 | $3.7M | Sell |
74,204
-938
| -1% | -$46.7K | 0.02% | 796 |
|
2018
Q4 | $3.43M | Buy |
75,142
+16,784
| +29% | +$767K | 0.02% | 780 |
|
2018
Q3 | $2.69M | Buy |
58,358
+681
| +1% | +$31.4K | 0.01% | 900 |
|
2018
Q2 | $2.58M | Buy |
57,677
+4,623
| +9% | +$207K | 0.01% | 903 |
|
2018
Q1 | $2.13M | Sell |
53,054
-7,366
| -12% | -$295K | 0.01% | 979 |
|
2017
Q4 | $2.43M | Sell |
60,420
-1,903
| -3% | -$76.5K | 0.01% | 922 |
|
2017
Q3 | $2.63M | Buy |
62,323
+2,685
| +5% | +$113K | 0.01% | 834 |
|
2017
Q2 | $2.37M | Buy |
59,638
+3,847
| +7% | +$153K | 0.01% | 844 |
|
2017
Q1 | $2.21M | Sell |
55,791
-519
| -0.9% | -$20.5K | 0.02% | 834 |
|
2016
Q4 | $2M | Buy |
56,310
+9,932
| +21% | +$353K | 0.02% | 824 |
|
2016
Q3 | $1.52M | Sell |
46,378
-358
| -0.8% | -$11.8K | 0.01% | 937 |
|
2016
Q2 | $1.8M | Sell |
46,736
-1,058
| -2% | -$40.8K | 0.01% | 850 |
|
2016
Q1 | $1.74M | Buy |
47,794
+3,573
| +8% | +$130K | 0.01% | 832 |
|
2015
Q4 | $1.46M | Buy |
44,221
+4,522
| +11% | +$149K | 0.01% | 866 |
|
2015
Q3 | $1.19M | Buy |
39,699
+3,087
| +8% | +$92.7K | 0.01% | 912 |
|
2015
Q2 | $1.01M | Sell |
36,612
-664
| -2% | -$18.3K | 0.01% | 962 |
|
2015
Q1 | $1.16M | Buy |
37,276
+3,772
| +11% | +$117K | 0.01% | 884 |
|
2014
Q4 | $1.03M | Buy |
33,504
+7,834
| +31% | +$240K | 0.01% | 895 |
|
2014
Q3 | $648K | Sell |
25,670
-14
| -0.1% | -$353 | 0.01% | 1023 |
|
2014
Q2 | $734K | Buy |
25,684
+5,590
| +28% | +$160K | 0.01% | 964 |
|
2014
Q1 | $500K | Buy |
+20,094
| New | +$500K | 0.01% | 1330 |
|
2013
Q4 | – | Sell |
-20,932
| Closed | -$461K | – | 1401 |
|
2013
Q3 | $461K | Buy |
20,932
+2,130
| +11% | +$46.9K | 0.01% | 1171 |
|
2013
Q2 | $390K | Buy |
+18,802
| New | +$390K | 0.01% | 1144 |
|