Cape Investment Advisory’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 | $4.66K | Buy |
104
+1
| +1% | +$45 | ﹤0.01% | 776 |
|
|
2025
Q1 | $5.05K | Buy |
103
+1
| +1% | +$49 | ﹤0.01% | 744 |
|
|
2024
Q4 | $4.76K | Buy |
102
+1
| +1% | +$47 | ﹤0.01% | 756 |
|
|
2024
Q3 | $4.77K | Buy |
101
+1
| +1% | +$47 | ﹤0.01% | 711 |
|
|
2024
Q2 | $4.27K | Buy |
100
+1
| +1% | +$43 | ﹤0.01% | 692 |
|
|
2024
Q1 | $4.25K | Buy |
99
+1
| +1% | +$43 | ﹤0.01% | 673 |
|
|
2023
Q4 | $4.37K | Sell |
98
-22
| -18% | -$982 | ﹤0.01% | 798 |
|
|
2023
Q3 | $4.87K | Buy |
120
+1
| +0.8% | +$41 | ﹤0.01% | 673 |
|
|
2023
Q2 | $5.61K | Buy |
119
+1
| +0.8% | +$47 | ﹤0.01% | 637 |
|
|
2023
Q1 | $6.28K | Buy |
+118
| New | +$6.28K | ﹤0.01% | 628 |
|