Bruderman Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,081
| Closed | -$253K | – | 402 |
|
|
2019
Q1 | $253K | Buy |
5,081
+220
| +5% | +$11K | 0.06% | 121 |
|
|
2018
Q4 | $222K | Buy |
4,861
+1,735
| +56% | +$79.2K | 0.06% | 119 |
|
|
2018
Q3 | $144K | Sell |
3,126
-492
| -14% | -$22.7K | 0.03% | 119 |
|
|
2018
Q2 | $162K | Sell |
3,618
-698
| -16% | -$31.3K | 0.04% | 123 |
|
|
2018
Q1 | $173K | Buy |
+4,316
| New | +$173K | 0.04% | 130 |
|
|
2017
Q3 | – | Sell |
-1,686
| Closed | -$67K | – | 252 |
|
|
2017
Q2 | $67K | Buy |
+1,686
| New | +$67K | 0.02% | 183 |
|
|
2017
Q1 | – | Sell |
-2,902
| Closed | -$103K | – | 251 |
|
|
2016
Q4 | $103K | Buy |
2,902
+16
| +0.6% | +$568 | 0.03% | 148 |
|
|
2016
Q3 | $95K | Buy |
2,886
+14
| +0.5% | +$461 | 0.03% | 161 |
|
|
2016
Q2 | $111K | Sell |
2,872
-380
| -12% | -$14.7K | 0.03% | 153 |
|
|
2016
Q1 | $118K | Sell |
3,252
-909
| -22% | -$33K | 0.04% | 138 |
|
|
2015
Q4 | $137K | Buy |
4,161
+1,437
| +53% | +$47.3K | 0.05% | 139 |
|
|
2015
Q3 | $82K | Buy |
2,724
+201
| +8% | +$6.05K | 0.03% | 166 |
|
|
2015
Q2 | $70K | Sell |
2,523
-310
| -11% | -$8.6K | 0.03% | 186 |
|
|
2015
Q1 | $88K | Buy |
+2,833
| New | +$88K | 0.03% | 166 |
|