LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s New Jersey Resources NJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-268
| Closed | -$10K | – | 562 |
|
|
2020
Q4 | $10K | Buy |
+268
| New | +$10K | ﹤0.01% | 571 |
|
|
2018
Q2 | – | Sell |
-126
| Closed | -$5K | – | 715 |
|
|
2018
Q1 | $5K | Hold |
126
| – | – | ﹤0.01% | 624 |
|
|
2017
Q4 | $5K | Hold |
126
| – | – | ﹤0.01% | 607 |
|
|
2017
Q3 | $5K | Hold |
126
| – | – | ﹤0.01% | 593 |
|
|
2017
Q2 | $5K | Hold |
126
| – | – | ﹤0.01% | 580 |
|
|
2017
Q1 | $5K | Hold |
126
| – | – | ﹤0.01% | 580 |
|
|
2016
Q4 | $4K | Hold |
126
| – | – | ﹤0.01% | 574 |
|
|
2016
Q3 | $4K | Hold |
126
| – | – | ﹤0.01% | 586 |
|
|
2016
Q2 | $5K | Hold |
126
| – | – | ﹤0.01% | 592 |
|
|
2016
Q1 | $5K | Buy |
+126
| New | +$5K | ﹤0.01% | 580 |
|