Freedom Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,672
| Closed | -$496K | – | 647 |
|
|
2020
Q1 | $496K | Buy |
11,672
+2,700
| +30% | +$115K | 0.04% | 347 |
|
|
2019
Q4 | $400K | Sell |
8,972
-566
| -6% | -$25.2K | 0.04% | 397 |
|
|
2019
Q3 | $431K | Buy |
9,538
+860
| +10% | +$38.9K | 0.04% | 394 |
|
|
2019
Q2 | $432K | Buy |
8,678
+563
| +7% | +$28K | 0.04% | 401 |
|
|
2019
Q1 | $404K | Sell |
8,115
-5,141
| -39% | -$256K | 0.03% | 433 |
|
|
2018
Q4 | $605K | Sell |
13,256
-2,980
| -18% | -$136K | 0.05% | 379 |
|
|
2018
Q3 | $745K | Sell |
16,236
-160
| -1% | -$7.34K | 0.05% | 397 |
|
|
2018
Q2 | $734K | Buy |
16,396
+2,699
| +20% | +$121K | 0.04% | 417 |
|
|
2018
Q1 | $549K | Buy |
13,697
+292
| +2% | +$11.7K | 0.03% | 587 |
|
|
2017
Q4 | $539K | Buy |
13,405
+59
| +0.4% | +$2.37K | 0.03% | 599 |
|
|
2017
Q3 | $563K | Buy |
13,346
+1,345
| +11% | +$56.7K | 0.03% | 536 |
|
|
2017
Q2 | $476K | Buy |
12,001
+588
| +5% | +$23.3K | 0.03% | 584 |
|
|
2017
Q1 | $452K | Buy |
11,413
+2,495
| +28% | +$98.8K | 0.03% | 572 |
|
|
2016
Q4 | $317K | Buy |
8,918
+1,357
| +18% | +$48.2K | 0.02% | 667 |
|
|
2016
Q3 | $248K | Buy |
7,561
+383
| +5% | +$12.6K | 0.02% | 724 |
|
|
2016
Q2 | $277K | Sell |
7,178
-4,339
| -38% | -$167K | 0.02% | 620 |
|
|
2016
Q1 | $420K | Buy |
11,517
+1,534
| +15% | +$55.9K | 0.03% | 454 |
|
|
2015
Q4 | $329K | Buy |
+9,983
| New | +$329K | 0.03% | 527 |
|