Perella Weinberg Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,528
| Closed | -$524K | – | 119 |
|
|
2019
Q2 | $524K | Buy |
+10,528
| New | +$524K | 0.02% | 210 |
|
|
2019
Q1 | – | Sell |
-57,470
| Closed | -$2.63M | – | 221 |
|
|
2018
Q4 | $2.63M | Buy |
57,470
+29,593
| +106% | +$1.35M | 0.16% | 118 |
|
|
2018
Q3 | $1.29M | Buy |
27,877
+3,907
| +16% | +$180K | 0.06% | 151 |
|
|
2018
Q2 | $1.07M | Buy |
+23,970
| New | +$1.07M | 0.05% | 161 |
|