Northwestern Mutual Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-209
| Closed | -$7.43K | – | 3664 |
|
|
2022
Q4 | $7.43K | Buy |
209
+59
| +39% | +$2.1K | ﹤0.01% | 2606 |
|
|
2022
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 2711 |
|
|
2022
Q2 | $5K | Sell |
150
-161
| -52% | -$5.37K | ﹤0.01% | 2740 |
|
|
2022
Q1 | $11K | Buy |
+311
| New | +$11K | ﹤0.01% | 2514 |
|
|
2021
Q4 | – | Sell |
-238
| Closed | -$5K | – | 3423 |
|
|
2021
Q3 | $5K | Hold |
238
| – | – | ﹤0.01% | 2697 |
|
|
2021
Q2 | $6K | Buy |
+238
| New | +$6K | ﹤0.01% | 2624 |
|
|
2020
Q4 | – | Sell |
-7
| Closed | – | – | 2938 |
|
|
2020
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2726 |
|
|
2019
Q4 | – | Sell |
-87
| Closed | -$3K | – | 2686 |
|
|
2019
Q3 | $3K | Buy |
87
+19
| +28% | +$655 | ﹤0.01% | 2235 |
|
|
2019
Q2 | $2K | Sell |
68
-3
| -4% | -$88 | ﹤0.01% | 2369 |
|
|
2019
Q1 | $2K | Sell |
71
-100
| -58% | -$2.82K | ﹤0.01% | 2354 |
|
|
2018
Q4 | $5K | Hold |
171
| – | – | ﹤0.01% | 2055 |
|
|
2018
Q3 | $6K | Buy |
+171
| New | +$6K | ﹤0.01% | 2072 |
|
|
2014
Q1 | – | Sell |
-22
| Closed | -$1K | – | 1499 |
|
|
2013
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1330 |
|