Glassman Wealth Services’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
Q1 | – | Sell |
-219
| Closed | -$9.76K | – | 1238 |
|
|
2023
Q4 | $9.76K | Hold |
219
| – | – | ﹤0.01% | 889 |
|
|
2023
Q3 | $8.9K | Hold |
219
| – | – | ﹤0.01% | 888 |
|
|
2023
Q2 | $10.3K | Hold |
219
| – | – | ﹤0.01% | 808 |
|
|
2023
Q1 | $11.7K | Hold |
219
| – | – | ﹤0.01% | 778 |
|
|
2022
Q4 | $10.9K | Hold |
219
| – | – | ﹤0.01% | 799 |
|
|
2022
Q3 | $8K | Hold |
219
| – | – | ﹤0.01% | 872 |
|
|
2022
Q2 | $10K | Buy |
219
+12
| +6% | +$548 | ﹤0.01% | 815 |
|
|
2022
Q1 | $9K | Hold |
207
| – | – | ﹤0.01% | 866 |
|
|
2021
Q4 | $8K | Buy |
207
+21
| +11% | +$812 | ﹤0.01% | 868 |
|
|
2021
Q3 | $6K | Hold |
186
| – | – | ﹤0.01% | 917 |
|
|
2021
Q2 | $7K | Hold |
186
| – | – | ﹤0.01% | 841 |
|
|
2021
Q1 | $7K | Buy |
186
+3
| +2% | +$113 | ﹤0.01% | 800 |
|
|
2020
Q4 | $7K | Hold |
183
| – | – | ﹤0.01% | 810 |
|
|
2020
Q3 | $5K | Buy |
+183
| New | +$5K | ﹤0.01% | 794 |
|
|
2019
Q4 | – | Sell |
-2
| Closed | – | – | 1376 |
|
|
2019
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1265 |
|