Jamison Eaton & Wood’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $230K | Hold |
7,400
| – | – | 0.07% | 105 |
|
|
2014
Q4 | $226K | Buy |
+7,400
| New | +$226K | 0.06% | 110 |
|
|
2014
Q3 | – | Sell |
-7,400
| Closed | -$211K | – | 116 |
|
|
2014
Q2 | $211K | Sell |
7,400
-3,000
| -29% | -$85.5K | 0.06% | 113 |
|
|
2014
Q1 | $259K | Sell |
10,400
-450
| -4% | -$11.2K | 0.07% | 99 |
|
|
2013
Q4 | $251K | Hold |
10,850
| – | – | 0.07% | 103 |
|
|
2013
Q3 | $239K | Hold |
10,850
| – | – | 0.07% | 104 |
|
|
2013
Q2 | $225K | Buy |
+10,850
| New | +$225K | 0.06% | 102 |
|