Beacon Pointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,629
| Closed | -$454K | – | 1251 |
|
|
2024
Q2 | $454K | Sell |
10,629
-238
| -2% | -$10.2K | 0.01% | 893 |
|
|
2024
Q1 | $466K | Sell |
10,867
-334
| -3% | -$14.3K | 0.01% | 929 |
|
|
2023
Q4 | $499K | Sell |
11,201
-1,051
| -9% | -$46.9K | 0.01% | 892 |
|
|
2023
Q3 | $498K | Buy |
12,252
+1,904
| +18% | +$77.4K | 0.01% | 872 |
|
|
2023
Q2 | $488K | Sell |
10,348
-24
| -0.2% | -$1.13K | 0.01% | 712 |
|
|
2023
Q1 | $552K | Sell |
10,372
-432
| -4% | -$23K | 0.01% | 735 |
|
|
2022
Q4 | $536K | Buy |
+10,804
| New | +$536K | 0.01% | 661 |
|