Financial Gravity Asset Management’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-36
| Closed | -$179 | – | 1767 |
|
2022
Q4 | $179 | Buy |
+36
| New | +$179 | ﹤0.01% | 999 |
|
2020
Q2 | – | Sell |
-13
| Closed | -$325 | – | 1007 |
|
2020
Q1 | $325 | Buy |
13
+2
| +18% | +$50 | ﹤0.01% | 633 |
|
2019
Q4 | $33K | Buy |
+11
| New | +$33K | 0.02% | 837 |
|
2018
Q2 | – | Sell |
-15
| Closed | – | – | 1677 |
|
2018
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1547 |
|