Dean Investment Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-95,769
| Closed | -$2.73M | – | 226 |
|
|
2016
Q1 | $2.73M | Sell |
95,769
-105,065
| -52% | -$2.99M | 0.56% | 87 |
|
|
2015
Q4 | $4.72M | Buy |
200,834
+37,890
| +23% | +$891K | 1.04% | 20 |
|
|
2015
Q3 | $4.11M | Buy |
162,944
+85,725
| +111% | +$2.16M | 0.93% | 34 |
|
|
2015
Q2 | $1.91M | Buy |
+77,219
| New | +$1.91M | 0.43% | 93 |
|
|
2014
Q3 | – | Sell |
-93,030
| Closed | -$2.81M | – | 237 |
|
|
2014
Q2 | $2.81M | Sell |
93,030
-20,500
| -18% | -$619K | 0.65% | 59 |
|
|
2014
Q1 | $3.18M | Buy |
+113,530
| New | +$3.18M | 0.77% | 46 |
|