D.A. Davidson & Co’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
Q3 | – | Sell |
-1,754
| Closed | -$69K | – | 1681 |
|
|
2017
Q2 | $69K | Hold |
1,754
| – | – | ﹤0.01% | 1412 |
|
|
2017
Q1 | $69K | Sell |
1,754
-256
| -13% | -$10.1K | ﹤0.01% | 1387 |
|
|
2016
Q4 | $71K | Hold |
2,010
| – | – | ﹤0.01% | 1455 |
|
|
2016
Q3 | $66K | Hold |
2,010
| – | – | ﹤0.01% | 1403 |
|
|
2016
Q2 | $77K | Hold |
2,010
| – | – | ﹤0.01% | 1233 |
|
|
2016
Q1 | $73K | Hold |
2,010
| – | – | ﹤0.01% | 1243 |
|
|
2015
Q4 | $66K | Hold |
2,010
| – | – | ﹤0.01% | 1292 |
|
|
2015
Q3 | $60K | Hold |
2,010
| – | – | ﹤0.01% | 1289 |
|
|
2015
Q2 | $55K | Hold |
2,010
| – | – | ﹤0.01% | 1386 |
|
|
2015
Q1 | $62K | Hold |
2,010
| – | – | ﹤0.01% | 1349 |
|
|
2014
Q4 | $61K | Hold |
2,010
| – | – | ﹤0.01% | 1354 |
|
|
2014
Q3 | $50K | Hold |
2,010
| – | – | ﹤0.01% | 1405 |
|
|
2014
Q2 | $57K | Hold |
2,010
| – | – | ﹤0.01% | 1366 |
|
|
2014
Q1 | $50K | Buy |
+2,010
| New | +$50K | ﹤0.01% | 1401 |
|