Moody Aldrich 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-89,969
| Closed | -$4.79M | – | 171 |
|
|
2023
Q1 | $4.79M | Sell |
89,969
-3,584
| -4% | -$191K | 0.97% | 41 |
|
|
2022
Q4 | $4.64M | Sell |
93,553
-64,599
| -41% | -$3.21M | 0.94% | 40 |
|
|
2022
Q3 | $6.12M | Buy |
+158,152
| New | +$6.12M | 1.26% | 23 |
|
|
2016
Q4 | – | Sell |
-37,635
| Closed | -$1.24M | – | 100 |
|
|
2016
Q3 | $1.24M | Buy |
37,635
+3,445
| +10% | +$113K | 0.86% | 62 |
|
|
2016
Q2 | $1.32M | Buy |
34,190
+19,210
| +128% | +$741K | 1.09% | 38 |
|
|
2016
Q1 | $546K | Buy |
+14,980
| New | +$546K | 1.15% | 39 |
|