Castleton Investment Management’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-75,294
| Closed | -$2.09M | – | 63 |
|
|
2018
Q4 | $2.09M | Buy |
75,294
+46,124
| +158% | +$1.28M | 0.99% | 30 |
|
|
2018
Q3 | $1.03M | Sell |
29,170
-43,984
| -60% | -$1.55M | 0.39% | 43 |
|
|
2018
Q2 | $2.45M | Buy |
+73,154
| New | +$2.45M | 0.81% | 34 |
|
|
2017
Q1 | – | Sell |
-36,207
| Closed | -$1.22M | – | 71 |
|
|
2016
Q4 | $1.22M | Buy |
+36,207
| New | +$1.22M | 0.48% | 36 |
|
|
2016
Q2 | – | Sell |
-23,258
| Closed | -$662K | – | 46 |
|
|
2016
Q1 | $662K | Sell |
23,258
-31,885
| -58% | -$908K | 0.31% | 29 |
|
|
2015
Q4 | $1.3M | Buy |
+55,143
| New | +$1.3M | 0.82% | 27 |
|