Integrated Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,700
| Closed | -$80K | – | 1092 |
|
|
2016
Q3 | $80K | Hold |
2,700
| – | – | 0.03% | 345 |
|
|
2016
Q2 | $85K | Hold |
2,700
| – | – | 0.03% | 327 |
|
|
2016
Q1 | $77K | Hold |
2,700
| – | – | 0.03% | 321 |
|
|
2015
Q4 | $64K | Hold |
2,700
| – | – | 0.03% | 348 |
|
|
2015
Q3 | $68K | Hold |
2,700
| – | – | 0.03% | 327 |
|
|
2015
Q2 | $67K | Hold |
2,700
| – | – | 0.03% | 335 |
|
|
2015
Q1 | $73K | Buy |
+2,700
| New | +$73K | 0.03% | 320 |
|