Perigon Wealth Management’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $380K | Buy |
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|
2025
Q2 | $354K | Sell |
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|
2025
Q1 | $391K | Sell |
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|
2024
Q4 | $385K | Sell |
|
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|
2024
Q3 | $403K | Buy |
|
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|
2024
Q2 | $341K | Buy |
|
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $361K | Buy |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $362K | Buy |
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|
2023
Q1 | $408K | Sell |
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|
2022
Q4 | $381K | Buy |
|