Financial Architects (New Jersey)’s ONE Gas OGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-450
| Closed | -$35K | – | 600 |
|
|
2020
Q2 | $35K | Hold |
450
| – | – | 0.01% | 471 |
|
|
2020
Q1 | $38K | Hold |
450
| – | – | 0.01% | 418 |
|
|
2019
Q4 | $42K | Hold |
450
| – | – | 0.01% | 456 |
|
|
2019
Q3 | $43K | Hold |
450
| – | – | 0.01% | 461 |
|
|
2019
Q2 | $41K | Hold |
450
| – | – | 0.01% | 482 |
|
|
2019
Q1 | $40K | Hold |
450
| – | – | 0.01% | 600 |
|
|
2018
Q4 | $36K | Hold |
450
| – | – | 0.01% | 572 |
|
|
2018
Q3 | $37K | Hold |
450
| – | – | 0.01% | 626 |
|
|
2018
Q2 | $34K | Hold |
450
| – | – | 0.01% | 669 |
|
|
2018
Q1 | $30K | Hold |
450
| – | – | 0.01% | 681 |
|
|
2017
Q4 | $33K | Hold |
450
| – | – | 0.01% | 712 |
|
|
2017
Q3 | $33K | Hold |
450
| – | – | 0.01% | 729 |
|
|
2017
Q2 | $31K | Hold |
450
| – | – | 0.01% | 740 |
|
|
2017
Q1 | $30K | Hold |
450
| – | – | 0.01% | 739 |
|
|
2016
Q4 | $29K | Hold |
450
| – | – | 0.01% | 725 |
|
|
2016
Q3 | $28K | Hold |
450
| – | – | 0.01% | 747 |
|
|
2016
Q2 | $30K | Sell |
450
-30
| -6% | -$2K | 0.01% | 663 |
|
|
2016
Q1 | $29K | Buy |
+480
| New | +$29K | 0.01% | 498 |
|
|
2015
Q3 | – | Sell |
-660
| Closed | -$28K | – | 669 |
|
|
2015
Q2 | $28K | Hold |
660
| – | – | 0.01% | 546 |
|
|
2015
Q1 | $29K | Buy |
660
+210
| +47% | +$9.23K | 0.01% | 492 |
|
|
2014
Q4 | $19K | Hold |
450
| – | – | 0.01% | 543 |
|
|
2014
Q3 | $15K | Hold |
450
| – | – | 0.01% | 519 |
|
|
2014
Q2 | $17K | Buy |
+450
| New | +$17K | 0.01% | 532 |
|