Carson Wealth (CWM LLC)’s South Jersey Industries, Inc. SJI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-848
| Closed | -$30K | – | 4479 |
|
|
2022
Q4 | $30K | Buy |
848
+77
| +10% | +$2.72K | ﹤0.01% | 2097 |
|
|
2022
Q3 | $26K | Buy |
771
+517
| +204% | +$17.4K | ﹤0.01% | 2072 |
|
|
2022
Q2 | $9K | Sell |
254
-6,088
| -96% | -$216K | ﹤0.01% | 2673 |
|
|
2022
Q1 | $219K | Buy |
6,342
+142
| +2% | +$4.9K | ﹤0.01% | 1001 |
|
|
2021
Q4 | $162K | Buy |
+6,200
| New | +$162K | ﹤0.01% | 1107 |
|
|
2021
Q2 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1042 |
|
|
2021
Q1 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1042 |
|
|
2020
Q4 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1042 |
|
|
2020
Q3 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1042 |
|
|
2020
Q2 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1042 |
|
|
2020
Q1 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1042 |
|
|
2019
Q4 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1042 |
|
|
2019
Q3 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1042 |
|
|
2019
Q2 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1042 |
|
|
2019
Q1 | $130K | Buy |
+5,000
| New | +$130K | ﹤0.01% | 1042 |
|
|
2018
Q3 | – | Sell |
-30
| Closed | -$1K | – | 2029 |
|
|
2018
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1631 |
|
|
2018
Q1 | – | Sell |
-80
| Closed | -$2K | – | 1571 |
|
|
2017
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 1307 |
|
|
2017
Q3 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 1240 |
|