Edgestream Partners’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,109
| Closed | -$1.17M | – | 974 |
|
|
2024
Q4 | $1.17M | Buy |
+25,109
| New | +$1.17M | 0.05% | 527 |
|
|
2023
Q4 | – | Sell |
-42,751
| Closed | -$1.74M | – | 987 |
|
|
2023
Q3 | $1.74M | Buy |
+42,751
| New | +$1.74M | 0.14% | 237 |
|
|
2022
Q4 | – | Sell |
-157,042
| Closed | -$6.08M | – | 594 |
|
|
2022
Q3 | $6.08M | Buy |
157,042
+139,026
| +772% | +$5.38M | 0.47% | 60 |
|
|
2022
Q2 | $802K | Buy |
+18,016
| New | +$802K | 0.06% | 354 |
|