Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,503
| Closed | -$264K | – | 743 |
|
|
2023
Q3 | $264K | Buy |
6,503
+30
| +0.5% | +$1.22K | 0.03% | 519 |
|
|
2023
Q2 | $306K | Buy |
6,473
+26
| +0.4% | +$1.23K | 0.03% | 444 |
|
|
2023
Q1 | $343K | Sell |
6,447
-7
| -0.1% | -$372 | 0.02% | 695 |
|
|
2022
Q4 | $320K | Buy |
6,454
+70
| +1% | +$3.47K | 0.02% | 706 |
|
|
2022
Q3 | $247K | Buy |
6,384
+3,529
| +124% | +$137K | 0.02% | 757 |
|
|
2022
Q2 | $127K | Sell |
2,855
-4,169
| -59% | -$185K | 0.01% | 1013 |
|
|
2022
Q1 | $322K | Sell |
7,024
-993
| -12% | -$45.5K | 0.02% | 699 |
|
|
2021
Q4 | $329K | Buy |
8,017
+52
| +0.7% | +$2.13K | 0.02% | 669 |
|
|
2021
Q3 | $277K | Buy |
+7,965
| New | +$277K | 0.02% | 725 |
|