Integrated Wealth Concepts’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	$563K	Buy	+12,559	New	+$563K	0.01%	1207
2025 Q1	–	Sell	-4,852	Closed	-$226K	–	1807
2024 Q4	$226K	Buy	+4,852	New	+$226K	﹤0.01%	1541