Doyle Wealth Management’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,169
| Closed | -$158K | – | 556 |
|
|
2019
Q2 | $158K | Buy |
+3,169
| New | +$158K | 0.02% | 217 |
|
|
2019
Q1 | – | Sell |
-3,167
| Closed | -$145K | – | 542 |
|
|
2018
Q4 | $145K | Buy |
+3,167
| New | +$145K | 0.02% | 211 |
|
|
2018
Q3 | – | Sell |
-4,666
| Closed | -$209K | – | 198 |
|
|
2018
Q2 | $209K | Sell |
4,666
-741
| -14% | -$33.2K | 0.03% | 173 |
|
|
2018
Q1 | $217K | Sell |
5,407
-466
| -8% | -$18.7K | 0.04% | 154 |
|
|
2017
Q4 | $236K | Buy |
5,873
+2
| +0% | +$80 | 0.04% | 148 |
|
|
2017
Q3 | $247K | Buy |
5,871
+1
| +0% | +$42 | 0.04% | 132 |
|
|
2017
Q2 | $233K | Buy |
5,870
+280
| +5% | +$11.1K | 0.04% | 126 |
|
|
2017
Q1 | $221K | Buy |
+5,590
| New | +$221K | 0.05% | 125 |
|