Integrated Wealth Concepts’s New Jersey Resources NJR Stock Holding History

Integrated Wealth Concepts’s Portfolio NJR Stock Details NJR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$617K	Buy
2025 Q4	–	Sell
2025 Q3	$568K	Sell
2025 Q2	$563K	Buy
2025 Q1	–	Sell
2024 Q4	$226K	Buy