Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $22K | Buy |
639
+144
| +29% | +$4.96K | ﹤0.01% | 947 |
|
|
2021
Q2 | $19K | Buy |
495
+30
| +6% | +$1.15K | ﹤0.01% | 928 |
|
|
2021
Q1 | $18K | Sell |
465
-26
| -5% | -$1.01K | ﹤0.01% | 823 |
|
|
2020
Q4 | $17K | Buy |
491
+189
| +63% | +$6.54K | ﹤0.01% | 721 |
|
|
2020
Q3 | $8K | Buy |
302
+72
| +31% | +$1.91K | ﹤0.01% | 880 |
|
|
2020
Q2 | $7K | Buy |
230
+197
| +597% | +$6K | ﹤0.01% | 888 |
|
|
2020
Q1 | $1K | Sell |
33
-31
| -48% | -$939 | ﹤0.01% | 1333 |
|
|
2019
Q4 | $2K | Hold |
64
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q3 | $2K | Hold |
64
| – | – | ﹤0.01% | 1204 |
|
|
2019
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 1108 |
|
|
2019
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 1015 |
|
|
2018
Q4 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 883 |
|