Berman Capital Advisors’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4K | Sell |
194
-93
| -32% | -$1.92K | ﹤0.01% | 1535 |
|
|
2021
Q2 | $7K | Buy |
287
+121
| +73% | +$2.95K | ﹤0.01% | 1268 |
|
|
2021
Q1 | $3K | Hold |
166
| – | – | ﹤0.01% | 1463 |
|
|
2020
Q4 | $3K | Buy |
+166
| New | +$3K | ﹤0.01% | 1352 |
|
|
2020
Q3 | – | Sell |
-30
| Closed | – | – | 1840 |
|
|
2020
Q2 | $0 | Hold |
30
| – | – | ﹤0.01% | 1909 |
|
|
2020
Q1 | $0 | Sell |
30
-121
| -80% | – | ﹤0.01% | 1744 |
|
|
2019
Q4 | $4K | Hold |
151
| – | – | ﹤0.01% | 1062 |
|
|
2019
Q3 | $4K | Hold |
151
| – | – | ﹤0.01% | 1041 |
|
|
2019
Q2 | $5K | Hold |
151
| – | – | ﹤0.01% | 990 |
|
|
2019
Q1 | $4K | Hold |
151
| – | – | ﹤0.01% | 954 |
|
|
2018
Q4 | $4K | Buy |
+151
| New | +$4K | ﹤0.01% | 768 |
|