Carroll Financial Associates’s New Jersey Resources NJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-3
Closed 1611
2020
Q3
$0 Hold
3
﹤0.01% 1614
2020
Q2
$0 Hold
3
﹤0.01% 1629
2020
Q1
$0 Hold
3
﹤0.01% 1594
2019
Q4
$0 Hold
3
﹤0.01% 1635
2019
Q3
$0 Hold
3
﹤0.01% 1644
2019
Q2
$0 Hold
3
﹤0.01% 1659
2019
Q1
$0 Buy
+3
New +$143 ﹤0.01% 1443

Other funds holding NJR

Carroll Financial Associates's NJR Position: Q4 2020 in Review

Carroll Financial Associates sold out of New Jersey Resources (NJR) in Q4 2020, closing a stake of 3 shares.

Carroll Financial Associates first reported a position in NJR in Q1 2019 and held it in 7 quarters. The position peaked at $0 in Q3 2020. 268 funds tracked by Wall St. Rank hold NJR as of Q4 2020.

  • Carroll Financial Associates reported no remaining New Jersey Resources position as of Q4 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 3 New Jersey Resources shares in Q4 2020.
  • Carroll Financial Associates first reported a position in New Jersey Resources in Q1 2019 and held it in 7 quarters.
  • Carroll Financial Associates's New Jersey Resources position peaked at $0 in Q3 2020.
  • 268 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2020.

Based on Carroll Financial Associates's 13F filing for Q4 2020, filed 8 Jan 2021.