Keystone Financial Planning’s New Jersey Resources NJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$501K Buy
2023
Q4
$306K Buy
2023
Q1
Sell
2022
Q4
$7.62M Sell
2022
Q3
$6.66M Sell
2022
Q2
$7.94M Sell
2022
Q1
$8.46M Buy
2021
Q4
$7.52M Sell
2021
Q3
$6.46M Buy
2021
Q2
$7.14M Sell
2021
Q1
$7.47M Buy
2020
Q4
$6.65M Buy
2020
Q3
$4.9M Buy
2020
Q2
$3.93M Buy