Meridian Wealth Partners’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 | – | Sell |
-4,143
| Closed | -$203K | – | 114 |
|
|
2025
Q1 | $203K | Sell |
4,143
-1,311
| -24% | -$64.3K | 0.03% | 102 |
|
|
2024
Q4 | $254K | Buy |
5,454
+4
| +0.1% | +$187 | 0.04% | 95 |
|
|
2024
Q3 | $257K | Sell |
5,450
-7
| -0.1% | -$330 | 0.04% | 90 |
|
|
2024
Q2 | $233K | Buy |
5,457
+5
| +0.1% | +$214 | 0.04% | 95 |
|
|
2024
Q1 | $234K | Hold |
5,452
| – | – | 0.04% | 91 |
|
|
2023
Q4 | $243K | Sell |
5,452
-18
| -0.3% | -$802 | 0.05% | 88 |
|
|
2023
Q3 | $222K | Sell |
5,470
-144
| -3% | -$5.85K | 0.05% | 85 |
|
|
2023
Q2 | $265K | Sell |
5,614
-177
| -3% | -$8.35K | 0.05% | 76 |
|
|
2023
Q1 | $308K | Buy |
5,791
+13
| +0.2% | +$692 | 0.07% | 64 |
|
|
2022
Q4 | $287K | Buy |
5,778
+143
| +3% | +$7.1K | 0.07% | 66 |
|
|
2022
Q3 | $218K | Buy |
5,635
+23
| +0.4% | +$890 | 0.05% | 75 |
|
|
2022
Q2 | $250K | Buy |
5,612
+20
| +0.4% | +$891 | 0.06% | 68 |
|
|
2022
Q1 | $256K | Sell |
5,592
-10
| -0.2% | -$458 | 0.05% | 67 |
|
|
2021
Q4 | $230K | Buy |
+5,602
| New | +$230K | 0.05% | 74 |
|
|
2021
Q3 | – | Sell |
-5,592
| Closed | -$221K | – | 79 |
|
|
2021
Q2 | $221K | Hold |
5,592
| – | – | 0.05% | 73 |
|
|
2021
Q1 | $223K | Hold |
5,592
| – | – | 0.07% | 67 |
|
|
2020
Q4 | $199K | Hold |
5,592
| – | – | 0.08% | 64 |
|
|
2020
Q3 | $151K | Hold |
5,592
| – | – | 0.08% | 71 |
|
|
2020
Q2 | $183K | Hold |
5,592
| – | – | 0.1% | 63 |
|
|
2020
Q1 | $190K | Hold |
5,592
| – | – | 0.11% | 56 |
|
|
2019
Q4 | $249K | Buy |
+5,592
| New | +$249K | 0.16% | 51 |
|