Harbor Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-558
| Closed | -$19K | – | 1416 |
|
|
2022
Q3 | $19K | Hold |
558
| – | – | ﹤0.01% | 924 |
|
|
2022
Q2 | $19K | Sell |
558
-865
| -61% | -$29.5K | ﹤0.01% | 913 |
|
|
2022
Q1 | $49K | Sell |
1,423
-1,163
| -45% | -$40K | 0.01% | 762 |
|
|
2021
Q4 | $68K | Hold |
2,586
| – | – | 0.01% | 656 |
|
|
2021
Q3 | $55K | Hold |
2,586
| – | – | 0.01% | 722 |
|
|
2021
Q2 | $67K | Sell |
2,586
-438
| -14% | -$11.3K | 0.01% | 624 |
|
|
2021
Q1 | $68K | Hold |
3,024
| – | – | 0.01% | 592 |
|
|
2020
Q4 | $65K | Buy |
3,024
+899
| +42% | +$19.3K | 0.01% | 566 |
|
|
2020
Q3 | $41K | Buy |
2,125
+1,080
| +103% | +$20.8K | 0.01% | 553 |
|
|
2020
Q2 | $26K | Hold |
1,045
| – | – | 0.01% | 576 |
|
|
2020
Q1 | $26K | Buy |
+1,045
| New | +$26K | 0.01% | 526 |
|