GW Henssler & Associates’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 |
-6,595
| Closed | -$224K | – | 220 |
|
|
2020
Q1 | $224K | Sell |
6,595
-744
| -10% | -$25.3K | 0.02% | 180 |
|
|
2019
Q4 | $327K | Buy |
7,339
+1,739
| +31% | +$77.5K | 0.03% | 182 |
|
|
2019
Q3 | $253K | Hold |
5,600
| – | – | 0.02% | 189 |
|
|
2019
Q2 | $279K | Sell |
5,600
-4,700
| -46% | -$234K | 0.03% | 188 |
|
|
2019
Q1 | $513K | Buy |
+10,300
| New | +$513K | 0.05% | 125 |
|