Heritage Wealth Advisors’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 | $31.4K | Hold |
700
| – | – | ﹤0.01% | 334 |
|
|
2025
Q1 | $34.3K | Hold |
700
| – | – | ﹤0.01% | 326 |
|
|
2024
Q4 | $32.7K | Hold |
700
| – | – | ﹤0.01% | 349 |
|
|
2024
Q3 | $33K | Hold |
700
| – | – | ﹤0.01% | 360 |
|
|
2024
Q2 | $29.9K | Hold |
700
| – | – | ﹤0.01% | 354 |
|
|
2024
Q1 | $30K | Hold |
700
| – | – | ﹤0.01% | 371 |
|
|
2023
Q4 | $31.2K | Buy |
+700
| New | +$31.2K | ﹤0.01% | 375 |
|