LA
SJI
Latitude Advisors’s South Jersey Industries, Inc. SJI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,000
| Closed | -$213K | – | 182 |
|
|
2022
Q4 | $213K | Hold |
6,000
| – | – | 0.16% | 149 |
|
|
2022
Q3 | $201K | Hold |
6,000
| – | – | 0.17% | 138 |
|
|
2022
Q2 | $205K | Sell |
6,000
-12,000
| -67% | -$410K | 0.19% | 134 |
|
|
2022
Q1 | $622K | Buy |
18,000
+6,000
| +50% | +$207K | 0.14% | 150 |
|
|
2021
Q4 | $313K | Hold |
12,000
| – | – | 0.09% | 218 |
|
|
2021
Q3 | $255K | Buy |
+12,000
| New | +$255K | 0.08% | 238 |
|