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