OFG
SJIV

OTA Financial Group’s South Jersey Industries, Inc. Corporate Units SJIV Stock Holding History

OTA Financial Group’s Portfolio SJIV Stock Details SJIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-89,121
Closed -$6.15M – 93
2022
Q4 		$6.15M Buy
89,121
+34,488
+63% +$2.38M 6.13% 4
2022
Q3 		$3.64M Sell
54,633
-21,862
-29% -$1.46M 3.12% 6
2022
Q2 		$5.19M Buy
76,495
+61,596
+413% +$4.18M 2.49% 5
2022
Q1 		$1.04M Buy
+14,899
New +$1.04M 0.66% 14