Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Hold |
0
| – | – | – | 974 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 908 |
|
|
2017
Q1 | – | Sell |
-201
| Closed | -$7K | – | 975 |
|
|
2016
Q4 | $7K | Buy |
+201
| New | +$7K | ﹤0.01% | 650 |
|
|
2016
Q2 | – | Sell |
-46
| Closed | -$2K | – | 925 |
|
|
2016
Q1 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 735 |
|