Ellevest Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,745
| Closed | -$453K | – | 2131 |
|
|
2022
Q4 | $453K | Buy |
12,745
+910
| +8% | +$32.3K | 0.04% | 137 |
|
|
2022
Q3 | $396K | Sell |
11,835
-119
| -1% | -$3.98K | 0.04% | 126 |
|
|
2022
Q2 | $408K | Buy |
11,954
+2,728
| +30% | +$93.1K | 0.04% | 133 |
|
|
2022
Q1 | $319K | Buy |
9,226
+4,202
| +84% | +$145K | 0.03% | 223 |
|
|
2021
Q4 | $131K | Buy |
5,024
+1,474
| +42% | +$38.4K | 0.01% | 355 |
|
|
2021
Q3 | $75K | Sell |
3,550
-695
| -16% | -$14.7K | 0.01% | 415 |
|
|
2021
Q2 | $110K | Buy |
4,245
+768
| +22% | +$19.9K | 0.01% | 358 |
|
|
2021
Q1 | $79K | Buy |
3,477
+1,194
| +52% | +$27.1K | 0.01% | 381 |
|
|
2020
Q4 | $49K | Buy |
2,283
+1,315
| +136% | +$28.2K | 0.01% | 464 |
|
|
2020
Q3 | $19K | Buy |
968
+433
| +81% | +$8.5K | ﹤0.01% | 534 |
|
|
2020
Q2 | $13K | Sell |
535
-267
| -33% | -$6.49K | ﹤0.01% | 570 |
|
|
2020
Q1 | $20K | Buy |
802
+259
| +48% | +$6.46K | 0.01% | 441 |
|
|
2019
Q4 | $18K | Buy |
+543
| New | +$18K | 0.01% | 439 |
|