Mercer Global Advisors’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
5,441
+375
| +7% | +$16.8K | ﹤0.01% | 1941 |
|
|
2025
Q1 | $249K | Buy |
5,066
+62
| +1% | +$3.04K | ﹤0.01% | 1853 |
|
|
2024
Q4 | $233K | Sell |
5,004
-1,004
| -17% | -$46.8K | ﹤0.01% | 1885 |
|
|
2024
Q3 | $282K | Buy |
6,008
+530
| +10% | +$24.8K | ﹤0.01% | 1645 |
|
|
2024
Q2 | $834K | Buy |
5,478
+659
| +14% | +$100K | ﹤0.01% | 1050 |
|
|
2024
Q1 | $207K | Sell |
4,819
-4,670
| -49% | -$201K | ﹤0.01% | 1767 |
|
|
2023
Q4 | $423K | Buy |
9,489
+1,135
| +14% | +$50.6K | ﹤0.01% | 1418 |
|
|
2023
Q3 | $339K | Buy |
+8,354
| New | +$339K | ﹤0.01% | 1451 |
|
|
2021
Q3 | – | Sell |
-5,228
| Closed | -$207K | – | 1793 |
|
|
2021
Q2 | $207K | Buy |
+5,228
| New | +$207K | ﹤0.01% | 1553 |
|