CWS Financial Advisors’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
Q3 | – | Sell |
-4,727
| Closed | -$223K | – | 178 |
|
|
2023
Q2 | $223K | Sell |
4,727
-900
| -16% | -$42.5K | 0.08% | 136 |
|
|
2023
Q1 | $299K | Buy |
+5,627
| New | +$299K | 0.12% | 115 |
|
|
2022
Q4 | – | Sell |
-5,738
| Closed | -$222K | – | 149 |
|
|
2022
Q3 | $222K | Sell |
5,738
-49
| -0.8% | -$1.9K | 0.11% | 124 |
|
|
2022
Q2 | $258K | Buy |
5,787
+43
| +0.7% | +$1.92K | 0.12% | 118 |
|
|
2022
Q1 | $263K | Buy |
5,744
+364
| +7% | +$16.7K | 0.1% | 126 |
|
|
2021
Q4 | $221K | Buy |
+5,380
| New | +$221K | 0.08% | 142 |
|