PIA
Piedmont Investment Advisors’s New Jersey Resources NJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,717
| Closed | -$296K | – | 467 |
|
|
2020
Q1 | $296K | Buy |
8,717
+69
| +0.8% | +$2.34K | 0.01% | 612 |
|
|
2019
Q4 | $385K | Sell |
8,648
-895
| -9% | -$39.8K | 0.01% | 637 |
|
|
2019
Q3 | $432K | Sell |
9,543
-1,852
| -16% | -$83.8K | 0.02% | 584 |
|
|
2019
Q2 | $567K | Buy |
11,395
+6,372
| +127% | +$317K | 0.02% | 495 |
|
|
2019
Q1 | $250K | Buy |
+5,023
| New | +$250K | 0.01% | 931 |
|
|
2018
Q3 | – | Sell |
-1,515
| Closed | -$68K | – | 1837 |
|
|
2018
Q2 | $68K | Buy |
+1,515
| New | +$68K | ﹤0.01% | 1187 |
|
|
2015
Q4 | – | Sell |
-94
| Closed | -$2.82K | – | 416 |
|
|
2015
Q3 | $2.82K | Hold |
94
| – | – | ﹤0.01% | 298 |
|
|
2015
Q2 | $2.59K | Hold |
94
| – | – | ﹤0.01% | 317 |
|
|
2015
Q1 | $2.92K | Buy |
94
+47
| +100% | +$1.46K | ﹤0.01% | 210 |
|
|
2014
Q4 | $2.88K | Hold |
47
| – | – | ﹤0.01% | 215 |
|
|
2014
Q3 | $2.37K | Sell |
47
-83
| -64% | -$4.19K | ﹤0.01% | 224 |
|
|
2014
Q2 | $7.43K | Sell |
130
-16
| -11% | -$914 | ﹤0.01% | 197 |
|
|
2014
Q1 | $7.27K | Hold |
146
| – | – | ﹤0.01% | 197 |
|
|
2013
Q4 | $6.75K | Buy |
+146
| New | +$6.75K | ﹤0.01% | 194 |
|