Financial Architects (New Jersey)’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-900
| Closed | -$29K | – | 576 |
|
|
2020
Q2 | $29K | Hold |
900
| – | – | 0.01% | 490 |
|
|
2020
Q1 | $31K | Sell |
900
-325
| -27% | -$11.2K | 0.01% | 441 |
|
|
2019
Q4 | $55K | Sell |
1,225
-730
| -37% | -$32.8K | 0.01% | 415 |
|
|
2019
Q3 | $88K | Sell |
1,955
-4,465
| -70% | -$201K | 0.02% | 347 |
|
|
2019
Q2 | $320K | Buy |
6,420
+1,520
| +31% | +$75.8K | 0.06% | 191 |
|
|
2019
Q1 | $244K | Buy |
4,900
+4,000
| +444% | +$199K | 0.04% | 251 |
|
|
2018
Q4 | $41K | Hold |
900
| – | – | 0.01% | 537 |
|
|
2018
Q3 | $41K | Hold |
900
| – | – | 0.01% | 595 |
|
|
2018
Q2 | $40K | Hold |
900
| – | – | 0.01% | 629 |
|
|
2018
Q1 | $36K | Sell |
900
-120
| -12% | -$4.8K | 0.01% | 620 |
|
|
2017
Q4 | $41K | Hold |
1,020
| – | – | 0.01% | 650 |
|
|
2017
Q3 | $43K | Hold |
1,020
| – | – | 0.01% | 654 |
|
|
2017
Q2 | $40K | Sell |
1,020
-60
| -6% | -$2.35K | 0.01% | 660 |
|
|
2017
Q1 | $43K | Sell |
1,080
-20
| -2% | -$796 | 0.01% | 634 |
|
|
2016
Q4 | $39K | Buy |
1,100
+30
| +3% | +$1.06K | 0.01% | 632 |
|
|
2016
Q3 | $35K | Hold |
1,070
| – | – | 0.01% | 674 |
|
|
2016
Q2 | $41K | Buy |
1,070
+30
| +3% | +$1.15K | 0.01% | 590 |
|
|
2016
Q1 | $38K | Buy |
+1,040
| New | +$38K | 0.01% | 438 |
|
|
2015
Q3 | – | Sell |
-900
| Closed | -$25K | – | 644 |
|
|
2015
Q2 | $25K | Hold |
900
| – | – | 0.01% | 575 |
|
|
2015
Q1 | $28K | Hold |
900
| – | – | 0.01% | 503 |
|
|
2014
Q4 | $28K | Hold |
900
| – | – | 0.01% | 451 |
|
|
2014
Q3 | $23K | Hold |
900
| – | – | 0.01% | 448 |
|
|
2014
Q2 | $26K | Buy |
+900
| New | +$26K | 0.01% | 441 |
|
|
2013
Q4 | – | Sell |
-900
| Closed | -$20K | – | 411 |
|
|
2013
Q3 | $20K | Hold |
900
| – | – | 0.01% | 392 |
|
|
2013
Q2 | $19K | Buy |
+900
| New | +$19K | 0.01% | 373 |
|