Global Retirement Partners’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-80
| Closed | -$2.84K | – | 3387 |
|
2022
Q4 | $2.84K | Hold |
80
| – | – | ﹤0.01% | 2226 |
|
2022
Q3 | $3K | Buy |
80
+58
| +264% | +$2.18K | ﹤0.01% | 2182 |
|
2022
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 2643 |
|
2022
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 2594 |
|
2020
Q2 | – | Sell |
-816
| Closed | -$20K | – | 1757 |
|
2020
Q1 | $20K | Hold |
816
| – | – | ﹤0.01% | 809 |
|
2019
Q4 | $27K | Hold |
816
| – | – | ﹤0.01% | 846 |
|
2019
Q3 | $27K | Hold |
816
| – | – | ﹤0.01% | 799 |
|
2019
Q2 | $28K | Hold |
816
| – | – | 0.01% | 782 |
|
2019
Q1 | $26K | Hold |
816
| – | – | 0.01% | 741 |
|
2018
Q4 | $23K | Hold |
816
| – | – | 0.01% | 711 |
|
2018
Q3 | $29K | Hold |
816
| – | – | 0.01% | 709 |
|
2018
Q2 | $27K | Sell |
816
-408
| -33% | -$13.5K | 0.01% | 711 |
|
2018
Q1 | $34K | Buy |
1,224
+408
| +50% | +$11.3K | 0.01% | 625 |
|
2017
Q4 | $25K | Buy |
+816
| New | +$25K | 0.01% | 670 |
|