Cape Investment Advisory’s New Jersey Resources NJR Stock Holding History

Cape Investment Advisory’s Portfolio NJR Stock Details NJR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.66K	Buy
2025 Q1	$5.05K	Buy
2024 Q4	$4.75K	Buy
2024 Q3	$4.76K	Buy
2024 Q2	$4.27K	Buy
2024 Q1	$4.25K	Buy
2023 Q4	$4.37K	Sell
2023 Q3	$4.87K	Buy
2023 Q2	$5.61K	Buy
2023 Q1	$6.28K	Buy