Plato Investment 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 | $9.78K | Buy |
219
+17
| +8% | +$759 | ﹤0.01% | 473 |
|
|
2025
Q1 | $10K | Buy |
202
+181
| +862% | +$8.98K | ﹤0.01% | 490 |
|
|
2024
Q4 | $983 | Hold |
21
| – | – | ﹤0.01% | 579 |
|
|
2024
Q3 | $990 | Sell |
21
-34
| -62% | -$1.6K | ﹤0.01% | 539 |
|
|
2024
Q2 | $2.35K | Hold |
55
| – | – | ﹤0.01% | 468 |
|
|
2024
Q1 | $2.36K | Hold |
55
| – | – | ﹤0.01% | 456 |
|
|
2023
Q4 | $2.45K | Buy |
+55
| New | +$2.45K | ﹤0.01% | 403 |
|