Financial Gravity Asset Management’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$171 | – | 2146 |
|
|
2024
Q1 | $171 | Buy |
+4
| New | +$171 | ﹤0.01% | 1639 |
|
|
2023
Q3 | – | Sell |
-47
| Closed | -$243 | – | 1582 |
|
|
2023
Q2 | $243 | Buy |
+47
| New | +$243 | ﹤0.01% | 1131 |
|
|
2023
Q1 | – | Sell |
-50
| Closed | -$266 | – | 1473 |
|
|
2022
Q4 | $266 | Buy |
+50
| New | +$266 | ﹤0.01% | 896 |
|
|
2020
Q2 | – | Sell |
-10
| Closed | -$351 | – | 582 |
|
|
2020
Q1 | $351 | Sell |
10
-23
| -70% | -$807 | ﹤0.01% | 618 |
|
|
2019
Q4 | $45K | Buy |
33
+1
| +3% | +$1.36K | 0.03% | 697 |
|
|
2019
Q3 | $1K | Sell |
32
-4
| -11% | -$125 | ﹤0.01% | 1072 |
|
|
2019
Q2 | $2K | Sell |
36
-28
| -44% | -$1.56K | ﹤0.01% | 921 |
|
|
2019
Q1 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 854 |
|
|
2018
Q3 | $11K | Buy |
236
+18
| +8% | +$839 | 0.01% | 559 |
|
|
2018
Q2 | $10K | Buy |
218
+21
| +11% | +$963 | 0.01% | 571 |
|
|
2018
Q1 | $8K | Buy |
+197
| New | +$8K | 0.01% | 620 |
|