Carson Wealth (CWM LLC)’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-848
| Closed | -$30K | – | 4491 |
|
|
2022
Q4 | $30K | Buy |
848
+77
| +10% | +$2.66K | ﹤0.01% | 2099 |
|
|
2022
Q3 | $26K | Buy |
771
+517
| +204% | +$17.6K | ﹤0.01% | 2074 |
|
|
2022
Q2 | $9K | Sell |
254
-6,088
| -96% | -$208K | ﹤0.01% | 2676 |
|
|
2022
Q1 | $219K | Buy |
6,342
+142
| +2% | +$4.1K | ﹤0.01% | 1003 |
|
|
2021
Q4 | $162K | Buy |
+6,200
| New | +$147K | ﹤0.01% | 1109 |
|
|
2021
Q2 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1044 |
|
|
2021
Q1 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1044 |
|
|
2020
Q4 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1044 |
|
|
2020
Q3 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1044 |
|
|
2020
Q2 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1044 |
|
|
2020
Q1 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1044 |
|
|
2019
Q4 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1044 |
|
|
2019
Q3 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1044 |
|
|
2019
Q2 | $130K | Hold |
5,000
| – | – | ﹤0.01% | 1044 |
|
|
2019
Q1 | $130K | Buy |
+5,000
| New | +$151K | ﹤0.01% | 1044 |
|
|
2018
Q3 | – | Sell |
-30
| Closed | -$1K | – | 2034 |
|
|
2018
Q2 | $1K | Buy |
+30
| New | +$941 | ﹤0.01% | 1635 |
|
|
2018
Q1 | – | Sell |
-80
| Closed | -$2K | – | 1572 |
|
|
2017
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 1308 |
|
|
2017
Q3 | $3K | Buy |
+80
| New | +$2.78K | ﹤0.01% | 1241 |
|
Other funds holding SJI
Carson Wealth (CWM LLC)'s SJI Position: Q1 2023 in Review
Carson Wealth (CWM LLC) sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 848 shares — an estimated $30K sold.
Carson Wealth (CWM LLC) first reported a position in SJI in Q3 2017 and held it in 18 quarters. The position peaked at $219K in Q1 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.
- Carson Wealth (CWM LLC) reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 848 South Jersey Industries, Inc. shares in Q1 2023, an estimated $30K.
- Carson Wealth (CWM LLC) first reported a position in South Jersey Industries, Inc. in Q3 2017 and held it in 18 quarters.
- Carson Wealth (CWM LLC)'s South Jersey Industries, Inc. position peaked at $219K in Q1 2022.
- 2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.