Laidlaw Wealth Management’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
Q1 | – | Sell |
-6,596
| Closed | -$294K | – | 214 |
|
|
2023
Q4 | $294K | Sell |
6,596
-391
| -6% | -$17.4K | 0.11% | 186 |
|
|
2023
Q3 | $284K | Sell |
6,987
-50
| -0.7% | -$2.03K | 0.09% | 203 |
|
|
2023
Q2 | $332K | Buy |
7,037
+12
| +0.2% | +$566 | 0.07% | 251 |
|
|
2023
Q1 | $374K | Buy |
7,025
+13
| +0.2% | +$692 | 0.08% | 236 |
|
|
2022
Q4 | $348K | Sell |
7,012
-274
| -4% | -$13.6K | 0.07% | 246 |
|
|
2022
Q3 | $282K | Buy |
7,286
+13
| +0.2% | +$503 | 0.07% | 247 |
|
|
2022
Q2 | $324K | Buy |
7,273
+12
| +0.2% | +$535 | 0.07% | 255 |
|
|
2022
Q1 | $333K | Buy |
7,261
+14
| +0.2% | +$642 | 0.06% | 280 |
|
|
2021
Q4 | $298K | Buy |
+7,247
| New | +$298K | 0.05% | 310 |
|
|
2021
Q1 | – | Sell |
-9,685
| Closed | -$344K | – | 311 |
|
|
2020
Q4 | $344K | Buy |
9,685
+72
| +0.7% | +$2.56K | 0.07% | 240 |
|
|
2020
Q3 | $260K | Buy |
9,613
+2,014
| +27% | +$54.5K | 0.12% | 170 |
|
|
2020
Q2 | $248K | Buy |
7,599
+16
| +0.2% | +$522 | 0.13% | 151 |
|
|
2020
Q1 | $258K | Buy |
7,583
+10
| +0.1% | +$340 | 0.17% | 122 |
|
|
2019
Q4 | $338K | Buy |
+7,573
| New | +$338K | 0.21% | 118 |
|