Personal Capital Advisors’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 |
-83,663
| Closed | -$4.16M | – | 364 |
|
|
2019
Q2 | $4.16M | Buy |
83,663
+9,196
| +12% | +$458K | 0.04% | 152 |
|
|
2019
Q1 | $3.71M | Buy |
74,467
+7,520
| +11% | +$374K | 0.04% | 151 |
|
|
2018
Q4 | $3.06M | Buy |
66,947
+5,958
| +10% | +$272K | 0.04% | 146 |
|
|
2018
Q3 | $2.81M | Buy |
60,989
+6,632
| +12% | +$306K | 0.04% | 155 |
|
|
2018
Q2 | $2.43M | Buy |
54,357
+10,442
| +24% | +$467K | 0.03% | 152 |
|
|
2018
Q1 | $1.76M | Buy |
43,915
+14,023
| +47% | +$562K | 0.03% | 162 |
|
|
2017
Q4 | $1.2M | Buy |
29,892
+6,704
| +29% | +$270K | 0.02% | 174 |
|
|
2017
Q3 | $977K | Buy |
23,188
+9,438
| +69% | +$398K | 0.02% | 167 |
|
|
2017
Q2 | $546K | Buy |
+13,750
| New | +$546K | 0.01% | 178 |
|