Atlas Private Wealth Advisors’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 | $204K | Buy |
4,557
+48
| +1% | +$2.15K | 0.03% | 191 |
|
|
2025
Q1 | $221K | Buy |
4,509
+179
| +4% | +$8.78K | 0.03% | 172 |
|
|
2024
Q4 | $202K | Buy |
4,330
+38
| +0.9% | +$1.77K | 0.03% | 166 |
|
|
2024
Q3 | $203K | Buy |
+4,292
| New | +$203K | 0.03% | 152 |
|
|
2023
Q3 | – | Sell |
-4,360
| Closed | -$206K | – | 188 |
|
|
2023
Q2 | $206K | Buy |
+4,360
| New | +$206K | 0.04% | 171 |
|
|
2021
Q4 | – | Sell |
-190
| Closed | -$7K | – | 518 |
|
|
2021
Q3 | $7K | Hold |
190
| – | – | ﹤0.01% | 519 |
|
|
2021
Q2 | $8K | Hold |
190
| – | – | ﹤0.01% | 506 |
|
|
2021
Q1 | $8K | Hold |
190
| – | – | ﹤0.01% | 527 |
|
|
2020
Q4 | $7K | Sell |
190
-125
| -40% | -$4.61K | ﹤0.01% | 471 |
|
|
2020
Q3 | $9K | Hold |
315
| – | – | 0.01% | 408 |
|
|
2020
Q2 | $10K | Buy |
+315
| New | +$10K | 0.01% | 404 |
|