JFS Wealth 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 | $3.27K | Sell |
73
-8
| -10% | -$359 | ﹤0.01% | 1237 |
|
|
2025
Q1 | $3.97K | Buy |
81
+8
| +11% | +$392 | ﹤0.01% | 1219 |
|
|
2024
Q4 | $3.41K | Hold |
73
| – | – | ﹤0.01% | 1273 |
|
|
2024
Q3 | $3.45K | Buy |
73
+3
| +4% | +$142 | ﹤0.01% | 1258 |
|
|
2024
Q2 | $2.99K | Hold |
70
| – | – | ﹤0.01% | 1276 |
|
|
2024
Q1 | $3K | Sell |
70
-3
| -4% | -$129 | ﹤0.01% | 1295 |
|
|
2023
Q4 | $3.26K | Sell |
73
-5
| -6% | -$223 | ﹤0.01% | 1229 |
|
|
2023
Q3 | $3.17K | Buy |
78
+3
| +4% | +$122 | ﹤0.01% | 1192 |
|
|
2023
Q2 | $3.54K | Sell |
75
-11
| -13% | -$519 | ﹤0.01% | 1164 |
|
|
2023
Q1 | $4.58K | Buy |
86
+7
| +9% | +$372 | ﹤0.01% | 1023 |
|
|
2022
Q4 | $3.92K | Sell |
79
-11
| -12% | -$546 | ﹤0.01% | 1087 |
|
|
2022
Q3 | $3K | Buy |
90
+2
| +2% | +$67 | ﹤0.01% | 1211 |
|
|
2022
Q2 | $4K | Buy |
88
+21
| +31% | +$955 | ﹤0.01% | 1097 |
|
|
2022
Q1 | $3K | Buy |
67
+42
| +168% | +$1.88K | ﹤0.01% | 1284 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1473 |
|
|
2018
Q3 | – | Sell |
-130
| Closed | -$6K | – | 539 |
|
|
2018
Q2 | $6K | Hold |
130
| – | – | ﹤0.01% | 403 |
|
|
2018
Q1 | $5K | Hold |
130
| – | – | ﹤0.01% | 423 |
|
|
2017
Q4 | $5K | Sell |
130
-100
| -43% | -$3.85K | ﹤0.01% | 430 |
|
|
2017
Q3 | $10K | Hold |
230
| – | – | ﹤0.01% | 370 |
|
|
2017
Q2 | $9K | Hold |
230
| – | – | ﹤0.01% | 346 |
|
|
2017
Q1 | $8K | Hold |
230
| – | – | ﹤0.01% | 366 |
|
|
2016
Q4 | $8K | Sell |
230
-250
| -52% | -$8.7K | ﹤0.01% | 366 |
|
|
2016
Q3 | $16K | Hold |
480
| – | – | ﹤0.01% | 351 |
|
|
2016
Q2 | $19K | Hold |
480
| – | – | 0.01% | 332 |
|
|
2016
Q1 | $17K | Hold |
480
| – | – | 0.01% | 340 |
|
|
2015
Q4 | $16K | Hold |
480
| – | – | ﹤0.01% | 345 |
|
|
2015
Q3 | $14K | Hold |
480
| – | – | 0.01% | 308 |
|
|
2015
Q2 | $13K | Hold |
480
| – | – | 0.01% | 339 |
|
|
2015
Q1 | $15K | Hold |
480
| – | – | 0.01% | 314 |
|
|
2014
Q4 | $15K | Hold |
480
| – | – | ﹤0.01% | 322 |
|
|
2014
Q3 | $12K | Sell |
480
-420
| -47% | -$10.5K | ﹤0.01% | 322 |
|
|
2014
Q2 | $26K | Buy |
+900
| New | +$26K | ﹤0.01% | 242 |
|