Raab & Moskowitz Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,122
| Closed | -$50K | – | 385 |
|
|
2019
Q4 | $50K | Buy |
+1,122
| New | +$50K | 0.02% | 256 |
|
|
2018
Q4 | – | Sell |
-1,722
| Closed | -$79K | – | 385 |
|
|
2018
Q3 | $79K | Buy |
+1,722
| New | +$79K | 0.03% | 225 |
|
|
2015
Q1 | – | Sell |
-4,852
| Closed | -$149K | – | 293 |
|
|
2014
Q4 | $149K | Buy |
+4,852
| New | +$149K | 0.09% | 128 |
|
|
2014
Q3 | – | Sell |
-20,022
| Closed | -$572K | – | 146 |
|
|
2014
Q2 | $572K | Buy |
20,022
+7,304
| +57% | +$209K | 0.27% | 100 |
|
|
2014
Q1 | $317K | Sell |
12,718
-2,744
| -18% | -$68.4K | 0.18% | 118 |
|
|
2013
Q4 | $358K | Buy |
+15,462
| New | +$358K | 0.21% | 114 |
|