Mirabella Financial Services’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-7,631
| Closed | -$326K | – | 364 |
|
2024
Q2 | $326K | Sell |
7,631
-5,460
| -42% | -$233K | 0.02% | 316 |
|
2024
Q1 | $562K | Buy |
+13,091
| New | +$562K | 0.04% | 263 |
|
2022
Q2 | – | Sell |
-25,253
| Closed | -$1.16M | – | 634 |
|
2022
Q1 | $1.16M | Buy |
25,253
+9,705
| +62% | +$445K | 0.13% | 143 |
|
2021
Q4 | $638K | Buy |
+15,548
| New | +$638K | 0.06% | 204 |
|
2021
Q2 | – | Sell |
-17,546
| Closed | -$699K | – | 370 |
|
2021
Q1 | $699K | Buy |
+17,546
| New | +$699K | 0.22% | 105 |
|