InceptionR’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 | – | Sell |
-5,661
| Closed | -$278K | – | 787 |
|
|
2025
Q1 | $278K | Sell |
5,661
-12,163
| -68% | -$597K | 0.08% | 394 |
|
|
2024
Q4 | $831K | Buy |
17,824
+9,844
| +123% | +$459K | 0.19% | 208 |
|
|
2024
Q3 | $377K | Sell |
7,980
-5,015
| -39% | -$237K | 0.09% | 394 |
|
|
2024
Q2 | $555K | Buy |
+12,995
| New | +$555K | 0.16% | 249 |
|
|
2023
Q2 | – | Sell |
-15,014
| Closed | -$799K | – | 568 |
|
|
2023
Q1 | $799K | Buy |
+15,014
| New | +$799K | 0.26% | 148 |
|