Cornerstone Wealth Management’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-253,203
| Closed | -$5.91M | – | 871 |
|
|
2018
Q3 | $5.91M | Buy |
253,203
+228,869
| +941% | +$5.34M | 0.07% | 255 |
|
|
2018
Q2 | $536K | Buy |
+24,334
| New | +$536K | 0.01% | 986 |
|
|
2018
Q1 | – | Sell |
-5,969
| Closed | -$240K | – | 413 |
|
|
2017
Q4 | $240K | Buy |
5,969
+60
| +1% | +$2.41K | 0.05% | 344 |
|
|
2017
Q3 | $252K | Buy |
5,909
+9
| +0.2% | +$384 | 0.05% | 311 |
|
|
2017
Q2 | $234K | Buy |
+5,900
| New | +$234K | 0.05% | 323 |
|