Clarus Wealth Advisors’s South Jersey Industries, Inc. SJI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-934
| Closed | -$30K | – | 719 |
|
|
2019
Q1 | $30K | Hold |
934
| – | – | 0.02% | 364 |
|
|
2018
Q4 | $26K | Buy |
934
+12
| +1% | +$334 | 0.04% | 364 |
|
|
2018
Q3 | $33K | Buy |
922
+11
| +1% | +$394 | 0.02% | 356 |
|
|
2018
Q2 | $26K | Buy |
+911
| New | +$26K | 0.02% | 389 |
|