Fortis Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
10,783
+15
| +0.1% | +$689 | 0.09% | 158 |
|
|
2025
Q1 | $528K | Buy |
10,768
+7
| +0.1% | +$343 | 0.1% | 138 |
|
|
2024
Q4 | $502K | Buy |
10,761
+8
| +0.1% | +$373 | 0.09% | 131 |
|
|
2024
Q3 | $508K | Buy |
10,753
+7
| +0.1% | +$330 | 0.09% | 123 |
|
|
2024
Q2 | $459K | Buy |
10,746
+7
| +0.1% | +$299 | 0.09% | 123 |
|
|
2024
Q1 | $461K | Buy |
+10,739
| New | +$461K | 0.08% | 138 |
|