Concord Wealth Partners’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
Q2 | – | Sell |
-528
| Closed | -$28.1K | – | 1058 |
|
|
2023
Q1 | $28.1K | Buy |
528
+4
| +0.8% | +$213 | 0.01% | 436 |
|
|
2022
Q4 | $26K | Buy |
+524
| New | +$26K | 0.01% | 484 |
|
|
2022
Q3 | – | Sell |
-550
| Closed | -$25K | – | 775 |
|
|
2022
Q2 | $25K | Buy |
550
+4
| +0.7% | +$182 | 0.01% | 498 |
|
|
2022
Q1 | $25K | Hold |
546
| – | – | 0.01% | 588 |
|
|
2021
Q4 | $22K | Buy |
+546
| New | +$22K | 0.01% | 623 |
|