Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $714K | Buy |
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|
2025
Q2 | $225K | Buy |
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|
2025
Q1 | $195K | Buy |
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|
2024
Q4 | $167K | Buy |
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|
2024
Q3 | $135K | Buy |
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|
2024
Q2 | $97K | Buy |
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|
2024
Q1 | $87K | Sell |
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|
2023
Q4 | $95K | Sell |
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|
2023
Q3 | $93K | Sell |
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|
2023
Q2 | $119K | Sell |
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|
2023
Q1 | $184K | Buy |
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|
2022
Q4 | $115K | Sell |
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|
2022
Q3 | $115K | Sell |
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|
2022
Q2 | $147K | Buy |
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|
2022
Q1 | $128K | Sell |
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|
2021
Q4 | $1.81M | Buy |
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|
2021
Q2 | $1.87M | Hold |
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|
2021
Q1 | $1.87M | Hold |
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|
2020
Q4 | $1.87M | Hold |
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|
2020
Q3 | $1.87M | Hold |
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|
2020
Q2 | $1.87M | Hold |
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|
2020
Q1 | $1.87M | Hold |
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|
2019
Q4 | $1.87M | Hold |
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|
2019
Q3 | $1.87M | Hold |
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|
2019
Q2 | $1.87M | Hold |
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|
2019
Q1 | $1.87M | Buy |
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|
2018
Q4 | $9K | Sell |
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|
2018
Q3 | $13K | Sell |
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|
2018
Q2 | $18K | Sell |
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|
2018
Q1 | $18K | Sell |
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|
2017
Q4 | $28K | Sell |
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|
2017
Q3 | $33K | Sell |
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|
2017
Q2 | $35K | Sell |
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|
2017
Q1 | $39K | Hold |
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|
2016
Q4 | $35K | Hold |
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|
2016
Q3 | $33K | Hold |
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|
2016
Q2 | $38K | Hold |
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|
2016
Q1 | $36K | Hold |
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|
2015
Q4 | $33K | Hold |
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|
2015
Q3 | $30K | Buy |
|