FinTrust Capital Advisors’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
Q3 | $18.9K | Hold |
400
| – | – | ﹤0.01% | 821 |
|
|
2024
Q2 | $17.1K | Hold |
400
| – | – | ﹤0.01% | 781 |
|
|
2024
Q1 | $17.2K | Hold |
400
| – | – | ﹤0.01% | 750 |
|
|
2023
Q4 | $17.8K | Sell |
400
-265
| -40% | -$11.8K | ﹤0.01% | 699 |
|
|
2023
Q3 | $27K | Hold |
665
| – | – | 0.01% | 597 |
|
|
2023
Q2 | $33K | Hold |
665
| – | – | 0.01% | 519 |
|
|
2023
Q1 | $33K | Hold |
665
| – | – | 0.01% | 518 |
|
|
2022
Q4 | $33K | Hold |
665
| – | – | 0.01% | 518 |
|
|
2022
Q3 | $27K | Hold |
665
| – | – | 0.01% | 652 |
|
|
2022
Q2 | $29K | Hold |
665
| – | – | 0.01% | 639 |
|
|
2022
Q1 | $30K | Hold |
665
| – | – | 0.01% | 658 |
|
|
2021
Q4 | $27K | Hold |
665
| – | – | 0.01% | 657 |
|
|
2021
Q3 | $23K | Hold |
665
| – | – | 0.01% | 702 |
|
|
2021
Q2 | $26K | Hold |
665
| – | – | 0.01% | 682 |
|
|
2021
Q1 | $27K | Buy |
+665
| New | +$27K | 0.01% | 635 |
|