Bar Harbor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,018
| Closed | -$536K | – | 265 |
|
|
2019
Q4 | $536K | Sell |
12,018
-18,706
| -61% | -$834K | 0.06% | 181 |
|
|
2019
Q3 | $1.39M | Buy |
30,724
+5,937
| +24% | +$268K | 0.16% | 116 |
|
|
2019
Q2 | $1.23M | Buy |
24,787
+19,059
| +333% | +$949K | 0.14% | 125 |
|
|
2019
Q1 | $285K | Hold |
5,728
| – | – | 0.03% | 246 |
|
|
2018
Q4 | $262K | Sell |
5,728
-182
| -3% | -$8.33K | 0.03% | 244 |
|
|
2018
Q3 | $273K | Hold |
5,910
| – | – | 0.03% | 259 |
|
|
2018
Q2 | $264K | Hold |
5,910
| – | – | 0.03% | 261 |
|
|
2018
Q1 | $237K | Hold |
5,910
| – | – | 0.03% | 274 |
|
|
2017
Q4 | $237K | Buy |
5,910
+1,153
| +24% | +$46.2K | 0.03% | 277 |
|
|
2017
Q3 | $200K | Buy |
+4,757
| New | +$200K | 0.02% | 289 |
|