MinichMacGregor Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Hold |
0
| – | – | – | 603 |
|
|
2018
Q2 | – | Sell |
-44
| Closed | -$1K | – | 606 |
|
|
2018
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 493 |
|
|
2017
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 476 |
|
|
2017
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 459 |
|
|
2017
Q2 | $1K | Sell |
44
-408
| -90% | -$9.27K | ﹤0.01% | 455 |
|
|
2017
Q1 | $16K | Hold |
452
| – | – | 0.01% | 215 |
|
|
2016
Q4 | $15K | Hold |
452
| – | – | 0.01% | 211 |
|
|
2016
Q3 | $13K | Sell |
452
-4
| -0.9% | -$115 | 0.01% | 241 |
|
|
2016
Q2 | $14K | Hold |
456
| – | – | 0.01% | 217 |
|
|
2016
Q1 | $12K | Buy |
456
+56
| +14% | +$1.47K | 0.01% | 227 |
|
|
2015
Q4 | $10K | Buy |
+400
| New | +$10K | 0.01% | 236 |
|