Cypress Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,705
| Closed | -$226K | – | 144 |
|
|
2017
Q1 | $226K | Hold |
5,705
| – | – | 0.1% | 183 |
|
|
2016
Q4 | $203K | Buy |
+5,705
| New | +$203K | 0.09% | 190 |
|
|
2016
Q3 | – | Sell |
-5,644
| Closed | -$218K | – | 211 |
|
|
2016
Q2 | $218K | Hold |
5,644
| – | – | 0.11% | 161 |
|
|
2016
Q1 | $206K | Buy |
+5,644
| New | +$206K | 0.09% | 180 |
|