Hazlett, Burt & Watson’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Hold |
4,140
| – | – | 0.08% | 215 |
|
|
2025
Q1 | $203K | Hold |
4,140
| – | – | 0.09% | 191 |
|
|
2024
Q4 | $193K | Hold |
4,140
| – | – | 0.09% | 207 |
|
|
2024
Q3 | $195K | Hold |
4,140
| – | – | 0.09% | 200 |
|
|
2024
Q2 | $177K | Hold |
4,140
| – | – | 0.09% | 196 |
|
|
2024
Q1 | $178K | Sell |
4,140
-770
| -16% | -$33.1K | 0.11% | 179 |
|
|
2023
Q4 | $218K | Hold |
4,910
| – | – | 0.15% | 143 |
|
|
2023
Q3 | $198K | Hold |
4,910
| – | – | 0.15% | 144 |
|
|
2023
Q2 | $231K | Hold |
4,910
| – | – | 0.17% | 126 |
|
|
2023
Q1 | $262K | Buy |
4,910
+2,250
| +85% | +$120K | 0.21% | 103 |
|
|
2022
Q4 | $132K | Hold |
2,660
| – | – | 0.12% | 157 |
|
|
2022
Q3 | $103K | Hold |
2,660
| – | – | 0.1% | 179 |
|
|
2022
Q2 | $118K | Hold |
2,660
| – | – | 0.11% | 181 |
|
|
2022
Q1 | $121K | Buy |
+2,660
| New | +$121K | 0.1% | 191 |
|