Beacon Investment Advisory Services’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,000
| Closed | -$498K | – | 234 |
|
|
2019
Q1 | $498K | Sell |
10,000
-5,000
| -33% | -$249K | 0.05% | 143 |
|
|
2018
Q4 | $685K | Hold |
15,000
| – | – | 0.08% | 136 |
|
|
2018
Q3 | $692K | Hold |
15,000
| – | – | 0.07% | 132 |
|
|
2018
Q2 | $671K | Hold |
15,000
| – | – | 0.07% | 136 |
|
|
2018
Q1 | $602K | Sell |
15,000
-10,000
| -40% | -$401K | 0.06% | 141 |
|
|
2017
Q4 | $1.01M | Hold |
25,000
| – | – | 0.11% | 117 |
|
|
2017
Q3 | $1.05M | Buy |
+25,000
| New | +$1.05M | 0.09% | 125 |
|