EWM
Evercore Wealth Management’s New Jersey Resources NJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-900
| Closed | -$36K | – | 648 |
|
|
2017
Q4 | $36K | Hold |
900
| – | – | ﹤0.01% | 629 |
|
|
2017
Q3 | $38K | Hold |
900
| – | – | ﹤0.01% | 610 |
|
|
2017
Q2 | $36K | Hold |
900
| – | – | ﹤0.01% | 622 |
|
|
2017
Q1 | $36K | Sell |
900
-725
| -45% | -$29K | ﹤0.01% | 653 |
|
|
2016
Q4 | $58K | Buy |
1,625
+725
| +81% | +$25.9K | ﹤0.01% | 576 |
|
|
2016
Q3 | $30K | Hold |
900
| – | – | ﹤0.01% | 707 |
|
|
2016
Q2 | $35K | Hold |
900
| – | – | ﹤0.01% | 653 |
|
|
2016
Q1 | $33K | Hold |
900
| – | – | ﹤0.01% | 640 |
|
|
2015
Q4 | $30K | Sell |
900
-12,350
| -93% | -$412K | ﹤0.01% | 689 |
|
|
2015
Q3 | $398K | Hold |
13,250
| – | – | 0.02% | 284 |
|
|
2015
Q2 | $365K | Hold |
13,250
| – | – | 0.02% | 320 |
|
|
2015
Q1 | $412K | Buy |
13,250
+6,625
| +100% | +$206K | 0.02% | 304 |
|
|
2014
Q4 | $406K | Hold |
6,625
| – | – | 0.02% | 271 |
|
|
2014
Q3 | $335K | Hold |
6,625
| – | – | 0.02% | 318 |
|
|
2014
Q2 | $379K | Hold |
6,625
| – | – | 0.02% | 306 |
|
|
2014
Q1 | $330K | Hold |
6,625
| – | – | 0.02% | 307 |
|
|
2013
Q4 | $307K | Buy |
6,625
+450
| +7% | +$20.9K | 0.02% | 325 |
|
|
2013
Q3 | $272K | Hold |
6,175
| – | – | 0.02% | 369 |
|
|
2013
Q2 | $256K | Buy |
+6,175
| New | +$256K | 0.01% | 370 |
|