B. Riley Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-930
| Closed | -$22K | – | 815 |
|
|
2015
Q2 | $22K | Hold |
930
| – | – | 0.02% | 587 |
|
|
2015
Q1 | $25K | Hold |
930
| – | – | 0.02% | 554 |
|
|
2014
Q4 | $27K | Hold |
930
| – | – | 0.02% | 516 |
|
|
2014
Q3 | $24K | Buy |
930
+400
| +75% | +$10.3K | 0.02% | 567 |
|
|
2014
Q2 | $16K | Buy |
530
+250
| +89% | +$7.55K | 0.01% | 721 |
|
|
2014
Q1 | $8K | Buy |
+280
| New | +$8K | 0.01% | 818 |
|