Pathstone Family Office’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 |
-16,196
| Closed | -$575K | – | 1550 |
|
|
2022
Q4 | $575K | Sell |
16,196
-1,644
| -9% | -$58.4K | ﹤0.01% | 1039 |
|
|
2022
Q3 | $597K | Buy |
17,840
+10,015
| +128% | +$335K | 0.01% | 996 |
|
|
2022
Q2 | $267K | Buy |
+7,825
| New | +$267K | 0.01% | 846 |
|
|
2019
Q2 | – | Sell |
-65
| Closed | -$2K | – | 949 |
|
|
2019
Q1 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 817 |
|