Aquatic Capital Management’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,315
| Closed | -$574K | – | 1518 |
|
|
2024
Q4 | $574K | Buy |
+12,315
| New | +$574K | 0.02% | 685 |
|
|
2024
Q1 | – | Sell |
-6,800
| Closed | -$303K | – | 1496 |
|
|
2023
Q4 | $303K | Sell |
6,800
-4,700
| -41% | -$209K | 0.01% | 748 |
|
|
2023
Q3 | $467K | Buy |
11,500
+2,800
| +32% | +$114K | 0.02% | 492 |
|
|
2023
Q2 | $411K | Buy |
+8,700
| New | +$411K | 0.02% | 490 |
|
|
2022
Q4 | – | Sell |
-4,000
| Closed | -$155K | – | 1668 |
|
|
2022
Q3 | $155K | Buy |
+4,000
| New | +$155K | 0.02% | 663 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$41K | – | 1371 |
|
|
2021
Q4 | $41K | Buy |
+1,000
| New | +$41K | 0.08% | 368 |
|