Cresset Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-29,877
| Closed | -$1.29M | – | 2105 |
|
2024
Q2 | $1.29M | Buy |
29,877
+151
| +0.5% | +$6.52K | 0.01% | 907 |
|
2024
Q1 | $1.29M | Buy |
29,726
+93
| +0.3% | +$4.03K | 0.01% | 852 |
|
2023
Q4 | $1.33M | Buy |
29,633
+21
| +0.1% | +$945 | 0.01% | 754 |
|
2023
Q3 | $1.22M | Buy |
29,612
+2
| +0% | +$82 | ﹤0.01% | 726 |
|
2023
Q2 | $1.4M | Buy |
+29,610
| New | +$1.4M | ﹤0.01% | 658 |
|
2019
Q1 | – | Sell |
-28
| Closed | -$1K | – | 2068 |
|
2018
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1543 |
|