AssetMark Inc’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
Q2 | $2.02K | Buy |
45
+39
| +650% | +$1.75K | ﹤0.01% | 2429 |
|
|
2025
Q1 | $294 | Hold |
6
| – | – | ﹤0.01% | 2487 |
|
|
2024
Q4 | $280 | Buy |
+6
| New | +$280 | ﹤0.01% | 2448 |
|
|
2021
Q1 | – | Sell |
-683
| Closed | -$24K | – | 1465 |
|
|
2020
Q4 | $24K | Buy |
+683
| New | +$24K | ﹤0.01% | 823 |
|
|
2018
Q1 | – | Sell |
-5
| Closed | – | – | 1789 |
|
|
2017
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2042 |
|
|
2017
Q3 | – | Sell |
-575
| Closed | -$23K | – | 1571 |
|
|
2017
Q2 | $23K | Buy |
+575
| New | +$23K | ﹤0.01% | 875 |
|