J.W. Coons Advisors’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 | $261K | Sell |
5,821
-175
| -3% | -$7.84K | 0.06% | 216 |
|
|
2025
Q1 | $294K | Sell |
5,996
-149
| -2% | -$7.31K | 0.08% | 194 |
|
|
2024
Q4 | $287K | Buy |
6,145
+1,472
| +32% | +$68.7K | 0.07% | 199 |
|
|
2024
Q3 | $221K | Buy |
+4,673
| New | +$221K | 0.06% | 224 |
|
|
2023
Q2 | – | Sell |
-4,125
| Closed | -$219K | – | 236 |
|
|
2023
Q1 | $219K | Buy |
+4,125
| New | +$219K | 0.06% | 226 |
|