Disciplined Investments’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 |
-20
| Closed | -$944 | – | 1052 |
|
|
2023
Q2 | $944 | Sell |
20
-2
| -9% | -$94 | ﹤0.01% | 994 |
|
|
2023
Q1 | $1.17K | Buy |
22
+2
| +10% | +$106 | ﹤0.01% | 892 |
|
|
2022
Q4 | $992 | Sell |
20
-2
| -9% | -$99 | ﹤0.01% | 909 |
|
|
2022
Q3 | $1K | Sell |
22
-2
| -8% | -$91 | ﹤0.01% | 1005 |
|
|
2022
Q2 | $1K | Buy |
24
+5
| +26% | +$208 | ﹤0.01% | 1027 |
|
|
2022
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1090 |
|