Neo Ivy Capital Management’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 |
-720
| Closed | -$31K | – | 357 |
|
|
2024
Q2 | $31K | Buy |
+720
| New | +$31K | 0.01% | 214 |
|
|
2023
Q4 | $163K | Buy |
+3,662
| New | +$163K | 0.36% | 94 |
|
|
2023
Q3 | – | Sell |
-25,359
| Closed | -$1.2M | – | 416 |
|
|
2023
Q2 | $1.2M | Buy |
+25,359
| New | +$1.2M | 0.63% | 41 |
|
|
2022
Q4 | $525K | Buy |
+10,578
| New | +$525K | 0.36% | 119 |
|
|
2021
Q2 | – | Sell |
-5,756
| Closed | -$229K | – | 557 |
|
|
2021
Q1 | $229K | Buy |
5,756
+3,915
| +213% | +$156K | 0.25% | 146 |
|
|
2020
Q4 | $65K | Buy |
+1,841
| New | +$65K | 0.07% | 286 |
|
|
2020
Q2 | – | Sell |
-10,430
| Closed | -$354K | – | 552 |
|
|
2020
Q1 | $354K | Buy |
+10,430
| New | +$354K | 0.58% | 31 |
|