Cary Street Partners Investment Advisory’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,620
| Closed | -$65.8K | – | 1399 |
|
|
2023
Q3 | $65.8K | Sell |
1,620
-425
| -21% | -$17.3K | ﹤0.01% | 793 |
|
|
2023
Q2 | $96.5K | Buy |
2,045
+935
| +84% | +$44.1K | 0.01% | 673 |
|
|
2023
Q1 | $59.1K | Sell |
1,110
-230
| -17% | -$12.2K | ﹤0.01% | 698 |
|
|
2022
Q4 | $66.5K | Buy |
+1,340
| New | +$66.5K | ﹤0.01% | 674 |
|
|
2020
Q4 | – | Sell |
-30
| Closed | -$1K | – | 688 |
|
|
2020
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 950 |
|