Forvis Mazars Wealth 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
Sell
-4,213
Closed -$207K 402
2025
Q1
$207K Buy
+4,213
New +$207K 0.01% 382
2023
Q2
Sell
-4,213
Closed -$224K 421
2023
Q1
$224K Hold
4,213
0.01% 373
2022
Q4
$209K Buy
+4,213
New +$209K 0.01% 374