International Assets Investment Management’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-83,638
| Closed | -$1.77K | – | 1481 |
|
|
2024
Q3 | $1.77K | Buy |
83,638
+81,866
| +4,620% | +$1.73K | ﹤0.01% | 943 |
|
|
2024
Q2 | $75.7K | Buy |
+1,772
| New | +$75.7K | 0.01% | 1032 |
|
|
2023
Q1 | – | Sell |
-4,418
| Closed | -$219K | – | 1308 |
|
|
2022
Q4 | $219K | Buy |
+4,418
| New | +$219K | 0.02% | 592 |
|
|
2021
Q2 | – | Sell |
-1,443
| Closed | -$51K | – | 1398 |
|
|
2021
Q1 | $51K | Hold |
1,443
| – | – | ﹤0.01% | 953 |
|
|
2020
Q4 | $51K | Buy |
+1,443
| New | +$51K | 0.01% | 837 |
|