Clarus Wealth Advisors’s New Jersey Resources NJR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-627
| Closed | -$31K | – | 669 |
|
2019
Q1 | $31K | Buy |
627
+4
| +0.6% | +$198 | 0.02% | 353 |
|
2018
Q4 | $28K | Buy |
623
+4
| +0.6% | +$180 | 0.04% | 348 |
|
2018
Q3 | $29K | Buy |
619
+8
| +1% | +$375 | 0.02% | 381 |
|
2018
Q2 | $25K | Buy |
+611
| New | +$25K | 0.02% | 395 |
|