Keystone Financial Planning’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
Q2 | – | Sell |
-11,677
| Closed | -$501K | – | 53 |
|
|
2024
Q1 | $501K | Buy |
11,677
+4,811
| +70% | +$206K | 0.16% | 41 |
|
|
2023
Q4 | $306K | Buy |
+6,866
| New | +$306K | 0.1% | 46 |
|
|
2023
Q1 | – | Sell |
-153,564
| Closed | -$7.62M | – | 47 |
|
|
2022
Q4 | $7.62M | Sell |
153,564
-18,574
| -11% | -$922K | 2.57% | 10 |
|
|
2022
Q3 | $6.66M | Sell |
172,138
-6,176
| -3% | -$239K | 2.56% | 14 |
|
|
2022
Q2 | $7.94M | Sell |
178,314
-6,093
| -3% | -$271K | 2.79% | 9 |
|
|
2022
Q1 | $8.46M | Buy |
184,407
+1,323
| +0.7% | +$60.7K | 2.83% | 8 |
|
|
2021
Q4 | $7.52M | Sell |
183,084
-2,628
| -1% | -$108K | 2.56% | 11 |
|
|
2021
Q3 | $6.47M | Buy |
185,712
+5,273
| +3% | +$184K | 2.35% | 17 |
|
|
2021
Q2 | $7.14M | Sell |
180,439
-6,872
| -4% | -$272K | 2.59% | 16 |
|
|
2021
Q1 | $7.47M | Buy |
187,311
+214
| +0.1% | +$8.53K | 2.78% | 13 |
|
|
2020
Q4 | $6.65M | Buy |
187,097
+5,661
| +3% | +$201K | 2.76% | 17 |
|
|
2020
Q3 | $4.9M | Buy |
181,436
+61,180
| +51% | +$1.65M | 2.37% | 19 |
|
|
2020
Q2 | $3.93M | Buy |
+120,256
| New | +$3.93M | 1.94% | 26 |
|