Claro Advisors’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,069
| Closed | -$543K | – | 469 |
|
|
2025
Q1 | $543K | Sell |
11,069
-1,371
| -11% | -$67.3K | 0.07% | 240 |
|
|
2024
Q4 | $580K | Sell |
12,440
-3,363
| -21% | -$157K | 0.08% | 228 |
|
|
2024
Q3 | $746K | Buy |
15,803
+121
| +0.8% | +$5.71K | 0.1% | 203 |
|
|
2024
Q2 | $670K | Sell |
15,682
-156
| -1% | -$6.67K | 0.1% | 198 |
|
|
2024
Q1 | $680K | Buy |
15,838
+2,701
| +21% | +$116K | 0.12% | 191 |
|
|
2023
Q4 | $586K | Sell |
13,137
-419
| -3% | -$18.7K | 0.13% | 186 |
|
|
2023
Q3 | $551K | Buy |
13,556
+1,259
| +10% | +$51.2K | 0.14% | 183 |
|
|
2023
Q2 | $580K | Buy |
12,297
+1,647
| +15% | +$77.7K | 0.14% | 177 |
|
|
2023
Q1 | $567K | Buy |
10,650
+877
| +9% | +$46.7K | 0.17% | 154 |
|
|
2022
Q4 | $485K | Buy |
9,773
+2,661
| +37% | +$132K | 0.16% | 156 |
|
|
2022
Q3 | $317K | Hold |
7,112
| – | – | 0.13% | 184 |
|
|
2022
Q2 | $317K | Buy |
+7,112
| New | +$317K | 0.13% | 184 |
|
|
2019
Q1 | – | Sell |
-637
| Closed | -$29K | – | 663 |
|
|
2018
Q4 | $29K | Buy |
+637
| New | +$29K | 0.02% | 462 |
|