Atria Wealth Solutions’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 |
-13,699
| Closed | -$645K | – | 1993 |
|
|
2024
Q4 | $645K | Sell |
13,699
-380
| -3% | -$17.9K | 0.01% | 1119 |
|
|
2024
Q3 | $670K | Buy |
14,079
+935
| +7% | +$44.5K | 0.01% | 1087 |
|
|
2024
Q2 | $567K | Buy |
13,144
+2,551
| +24% | +$110K | 0.01% | 1171 |
|
|
2024
Q1 | $459K | Buy |
+10,593
| New | +$459K | 0.01% | 1302 |
|
|
2023
Q2 | – | Sell |
-3,912
| Closed | -$210K | – | 1937 |
|
|
2023
Q1 | $210K | Buy |
+3,912
| New | +$210K | ﹤0.01% | 1642 |
|