Brinker Capital Investments’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
6,866
+2,315
| +51% | +$104K | ﹤0.01% | 1690 |
|
|
2025
Q1 | $223K | Buy |
+4,551
| New | +$223K | ﹤0.01% | 1758 |
|
|
2023
Q2 | – | Sell |
-5,336
| Closed | -$284K | – | 1661 |
|
|
2023
Q1 | $284K | Sell |
5,336
-58
| -1% | -$3.09K | ﹤0.01% | 1367 |
|
|
2022
Q4 | $268K | Sell |
5,394
-3,243
| -38% | -$161K | 0.01% | 1190 |
|
|
2022
Q3 | $334K | Buy |
+8,637
| New | +$334K | 0.01% | 1080 |
|