Blue Bell Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,350
| Closed | -$45K | – | 347 |
|
|
2016
Q3 | $45K | Hold |
1,350
| – | – | 0.03% | 217 |
|
|
2016
Q2 | $53K | Hold |
1,350
| – | – | 0.03% | 209 |
|
|
2016
Q1 | $49K | Hold |
1,350
| – | – | 0.03% | 220 |
|
|
2015
Q4 | $44K | Hold |
1,350
| – | – | 0.03% | 224 |
|
|
2015
Q3 | $41K | Hold |
1,350
| – | – | 0.03% | 236 |
|
|
2015
Q2 | $37K | Hold |
1,350
| – | – | 0.02% | 251 |
|
|
2015
Q1 | $41K | Hold |
1,350
| – | – | 0.02% | 238 |
|
|
2014
Q4 | $41K | Hold |
1,350
| – | – | 0.02% | 243 |
|
|
2014
Q3 | $34K | Hold |
1,350
| – | – | 0.02% | 281 |
|
|
2014
Q2 | $39K | Hold |
1,350
| – | – | 0.02% | 248 |
|
|
2014
Q1 | $34K | Hold |
1,350
| – | – | 0.02% | 239 |
|
|
2013
Q4 | $31K | Buy |
+1,350
| New | +$31K | 0.02% | 252 |
|