Oberweis Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,930
| Closed | -$507K | – | 157 |
|
|
2020
Q1 | $507K | Sell |
14,930
-1,600
| -10% | -$54.3K | 0.28% | 83 |
|
|
2019
Q4 | $737K | Buy |
16,530
+500
| +3% | +$22.3K | 0.25% | 109 |
|
|
2019
Q3 | $725K | Hold |
16,030
| – | – | 0.16% | 109 |
|
|
2019
Q2 | $798K | Sell |
16,030
-2,600
| -14% | -$129K | 0.15% | 91 |
|
|
2019
Q1 | $928K | Buy |
18,630
+2,300
| +14% | +$115K | 0.19% | 86 |
|
|
2018
Q4 | $746K | Sell |
16,330
-3,600
| -18% | -$164K | 0.17% | 101 |
|
|
2018
Q3 | $919K | Buy |
19,930
+100
| +0.5% | +$4.61K | 0.18% | 105 |
|
|
2018
Q2 | $887K | Buy |
19,830
+8,700
| +78% | +$389K | 0.22% | 105 |
|
|
2018
Q1 | $446K | Hold |
11,130
| – | – | 0.12% | 175 |
|
|
2017
Q4 | $447K | Buy |
+11,130
| New | +$447K | 0.1% | 174 |
|