Court Place Advisors’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,050
| Closed | -$204K | – | 183 |
|
|
2019
Q2 | $204K | Sell |
6,050
-750
| -11% | -$25.3K | 0.08% | 174 |
|
|
2019
Q1 | $218K | Buy |
+6,800
| New | +$218K | 0.09% | 167 |
|
|
2018
Q4 | – | Sell |
-7,100
| Closed | -$250K | – | 180 |
|
|
2018
Q3 | $250K | Sell |
7,100
-200
| -3% | -$7.04K | 0.09% | 150 |
|
|
2018
Q2 | $244K | Hold |
7,300
| – | – | 0.1% | 150 |
|
|
2018
Q1 | $206K | Hold |
7,300
| – | – | 0.09% | 160 |
|
|
2017
Q4 | $228K | Hold |
7,300
| – | – | 0.09% | 153 |
|
|
2017
Q3 | $252K | Hold |
7,300
| – | – | 0.11% | 146 |
|
|
2017
Q2 | $249K | Hold |
7,300
| – | – | 0.12% | 140 |
|
|
2017
Q1 | $260K | Sell |
7,300
-300
| -4% | -$10.7K | 0.13% | 132 |
|
|
2016
Q4 | $256K | Sell |
7,600
-200
| -3% | -$6.74K | 0.13% | 127 |
|
|
2016
Q3 | $230K | Sell |
7,800
-400
| -5% | -$11.8K | 0.13% | 127 |
|
|
2016
Q2 | $259K | Hold |
8,200
| – | – | 0.15% | 121 |
|
|
2016
Q1 | $233K | Buy |
+8,200
| New | +$233K | 0.14% | 120 |
|