Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,488
| Closed | -$52K | – | 773 |
|
|
2021
Q3 | $52K | Hold |
1,488
| – | – | 0.02% | 416 |
|
|
2021
Q2 | $59K | Hold |
1,488
| – | – | 0.02% | 290 |
|
|
2021
Q1 | $53K | Hold |
1,488
| – | – | 0.03% | 274 |
|
|
2020
Q4 | $53K | Hold |
1,488
| – | – | 0.03% | 271 |
|
|
2020
Q3 | $40K | Hold |
1,488
| – | – | 0.02% | 266 |
|
|
2020
Q2 | $49K | Hold |
1,488
| – | – | 0.03% | 227 |
|
|
2020
Q1 | $51K | Hold |
1,488
| – | – | 0.04% | 208 |
|
|
2019
Q4 | $66K | Sell |
1,488
-300
| -17% | -$13.3K | 0.05% | 211 |
|
|
2019
Q3 | $81K | Hold |
1,788
| – | – | 0.08% | 168 |
|
|
2019
Q2 | $89K | Hold |
1,788
| – | – | 0.08% | 183 |
|
|
2019
Q1 | $89K | Hold |
1,788
| – | – | 0.07% | 151 |
|
|
2018
Q4 | $81K | Buy |
+1,788
| New | +$81K | 0.06% | 146 |
|