CAM
SJI
Costello Asset Management’s South Jersey Industries, Inc. SJI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,050
| Closed | -$37.3K | – | 223 |
|
|
2022
Q4 | $37.3K | Sell |
1,050
-1,350
| -56% | -$48K | 0.03% | 102 |
|
|
2022
Q3 | $80K | Sell |
2,400
-500
| -17% | -$16.7K | 0.08% | 72 |
|
|
2022
Q2 | $99K | Sell |
2,900
-400
| -12% | -$13.7K | 0.09% | 68 |
|
|
2022
Q1 | $114K | Sell |
3,300
-500
| -13% | -$17.3K | 0.08% | 78 |
|
|
2021
Q4 | $99K | Sell |
3,800
-750
| -16% | -$19.5K | 0.06% | 87 |
|
|
2021
Q3 | $97K | Buy |
4,550
+500
| +12% | +$10.7K | 0.06% | 82 |
|
|
2021
Q2 | $105K | Sell |
4,050
-100
| -2% | -$2.59K | 0.07% | 77 |
|
|
2021
Q1 | $94K | Sell |
4,150
-2,000
| -33% | -$45.3K | 0.07% | 82 |
|
|
2020
Q4 | $133K | Sell |
6,150
-700
| -10% | -$15.1K | 0.1% | 68 |
|
|
2020
Q3 | $132K | Buy |
6,850
+6,650
| +3,325% | +$128K | 0.12% | 61 |
|
|
2020
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 190 |
|