Perigon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
7,890
-79
| -1% | -$3.54K | 0.01% | 792 |
|
|
2025
Q1 | $391K | Sell |
7,969
-156
| -2% | -$7.65K | 0.01% | 711 |
|
|
2024
Q4 | $385K | Sell |
8,125
-411
| -5% | -$19.5K | 0.01% | 726 |
|
|
2024
Q3 | $403K | Buy |
8,536
+555
| +7% | +$26.2K | 0.01% | 683 |
|
|
2024
Q2 | $341K | Buy |
7,981
+3
| +0% | +$128 | 0.01% | 643 |
|
|
2024
Q1 | $342K | Sell |
7,978
-117
| -1% | -$5.02K | 0.01% | 642 |
|
|
2023
Q4 | $361K | Buy |
8,095
+228
| +3% | +$10.2K | 0.01% | 601 |
|
|
2023
Q3 | $320K | Buy |
7,867
+196
| +3% | +$7.96K | 0.01% | 566 |
|
|
2023
Q2 | $362K | Buy |
7,671
+2
| +0% | +$94 | 0.01% | 544 |
|
|
2023
Q1 | $408K | Sell |
7,669
-9
| -0.1% | -$479 | 0.02% | 440 |
|
|
2022
Q4 | $381K | Buy |
+7,678
| New | +$381K | 0.02% | 453 |
|