High Net Worth Advisory Group’s South Jersey Industries, Inc. SJI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-6,747
| Closed | -$240K | – | 626 |
|
2022
Q4 | $240K | Hold |
6,747
| – | – | 0.09% | 163 |
|
2022
Q3 | $225K | Hold |
6,747
| – | – | 0.1% | 169 |
|
2022
Q2 | $230K | Hold |
6,747
| – | – | 0.1% | 171 |
|
2022
Q1 | $233K | Hold |
6,747
| – | – | 0.08% | 168 |
|
2021
Q4 | $176K | Buy |
+6,747
| New | +$176K | 0.06% | 197 |
|