EverSource Wealth Advisors’s New Jersey Resources NJR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $53.9K | Buy |
1,203
+868
| +259% | +$38.9K | ﹤0.01% | 1566 |
|
2025
Q1 | $16.4K | Buy |
335
+201
| +150% | +$9.86K | ﹤0.01% | 1805 |
|
2024
Q4 | $6.25K | Hold |
134
| – | – | ﹤0.01% | 2244 |
|
2024
Q3 | $6.33K | Sell |
134
-283
| -68% | -$13.4K | ﹤0.01% | 2119 |
|
2024
Q2 | $19.5K | Buy |
417
+22
| +6% | +$1.03K | ﹤0.01% | 1520 |
|
2024
Q1 | $17.3K | Buy |
395
+107
| +37% | +$4.68K | ﹤0.01% | 1433 |
|
2023
Q4 | $12.8K | Buy |
288
+180
| +167% | +$8.02K | ﹤0.01% | 1447 |
|
2023
Q3 | $4.39K | Buy |
108
+54
| +100% | +$2.19K | ﹤0.01% | 1752 |
|
2023
Q2 | $2.55K | Sell |
54
-91
| -63% | -$4.3K | ﹤0.01% | 1958 |
|
2023
Q1 | $7.71K | Buy |
+145
| New | +$7.71K | ﹤0.01% | 1476 |
|