ICW Investment 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 | $858K | Buy |
19,139
+970
| +5% | +$43.5K | 0.34% | 100 |
|
|
2025
Q1 | $891K | Buy |
18,169
+448
| +3% | +$22K | 0.36% | 93 |
|
|
2024
Q4 | $827K | Buy |
17,721
+414
| +2% | +$19.3K | 0.35% | 97 |
|
|
2024
Q3 | $817K | Buy |
17,307
+462
| +3% | +$21.8K | 0.34% | 95 |
|
|
2024
Q2 | $720K | Sell |
16,845
-498
| -3% | -$21.3K | 0.33% | 97 |
|
|
2024
Q1 | $744K | Buy |
17,343
+493
| +3% | +$21.2K | 0.33% | 98 |
|
|
2023
Q4 | $751K | Buy |
16,850
+305
| +2% | +$13.6K | 0.37% | 93 |
|
|
2023
Q3 | $672K | Buy |
16,545
+968
| +6% | +$39.3K | 0.36% | 93 |
|
|
2023
Q2 | $735K | Buy |
15,577
+519
| +3% | +$24.5K | 0.39% | 90 |
|
|
2023
Q1 | $801K | Buy |
15,058
+495
| +3% | +$26.3K | 0.45% | 86 |
|
|
2022
Q4 | $723K | Buy |
14,563
+120
| +0.8% | +$5.95K | 0.43% | 84 |
|
|
2022
Q3 | $559K | Buy |
14,443
+115
| +0.8% | +$4.45K | 0.38% | 92 |
|
|
2022
Q2 | $638K | Buy |
14,328
+105
| +0.7% | +$4.68K | 0.41% | 90 |
|
|
2022
Q1 | $652K | Sell |
14,223
-680
| -5% | -$31.2K | 0.38% | 93 |
|
|
2021
Q4 | $612K | Sell |
14,903
-868
| -6% | -$35.6K | 0.34% | 96 |
|
|
2021
Q3 | $549K | Sell |
15,771
-3,163
| -17% | -$110K | 0.35% | 88 |
|
|
2021
Q2 | $749K | Sell |
18,934
-1,399
| -7% | -$55.3K | 0.49% | 80 |
|
|
2021
Q1 | $811K | Sell |
20,333
-2,414
| -11% | -$96.3K | 0.56% | 73 |
|
|
2020
Q4 | $794K | Sell |
22,747
-1,135
| -5% | -$39.6K | 0.57% | 71 |
|
|
2020
Q3 | $645K | Buy |
23,882
+163
| +0.7% | +$4.4K | 0.48% | 84 |
|
|
2020
Q2 | $774K | Buy |
23,719
+1,010
| +4% | +$33K | 0.63% | 68 |
|
|
2020
Q1 | $771K | Buy |
22,709
+3,811
| +20% | +$129K | 0.73% | 59 |
|
|
2019
Q4 | $842K | Buy |
+18,898
| New | +$842K | 0.68% | 66 |
|