Brookstone Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,475
| Closed | -$231K | – | 892 |
|
|
2022
Q4 | $231K | Sell |
6,475
-1,450
| -18% | -$51.8K | ﹤0.01% | 756 |
|
|
2022
Q3 | $268K | Hold |
7,925
| – | – | 0.01% | 689 |
|
|
2022
Q2 | $268K | Sell |
7,925
-3,172
| -29% | -$107K | 0.01% | 667 |
|
|
2022
Q1 | $382K | Sell |
11,097
-70
| -0.6% | -$2.41K | 0.01% | 607 |
|
|
2021
Q4 | $291K | Hold |
11,167
| – | – | 0.01% | 633 |
|
|
2021
Q3 | $251K | Hold |
11,167
| – | – | ﹤0.01% | 644 |
|
|
2021
Q2 | $290K | Buy |
+11,167
| New | +$290K | 0.01% | 597 |
|