RegentAtlantic Capital’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $895K | Buy |
23,133
+70
| +0.3% | +$2.71K | 0.03% | 329 |
|
|
2022
Q2 | $1.03M | Buy |
23,063
+8,393
| +57% | +$374K | 0.03% | 314 |
|
|
2022
Q1 | $673K | Buy |
14,670
+5,681
| +63% | +$261K | 0.02% | 396 |
|
|
2021
Q4 | $369K | Buy |
+8,989
| New | +$369K | 0.01% | 522 |
|
|
2020
Q3 | – | Sell |
-7,104
| Closed | -$232K | – | 508 |
|
|
2020
Q2 | $232K | Buy |
+7,104
| New | +$232K | 0.01% | 433 |
|
|
2020
Q1 | – | Sell |
-5,088
| Closed | -$227K | – | 454 |
|
|
2019
Q4 | $227K | Hold |
5,088
| – | – | 0.01% | 428 |
|
|
2019
Q3 | $230K | Hold |
5,088
| – | – | 0.02% | 404 |
|
|
2019
Q2 | $253K | Sell |
5,088
-675
| -12% | -$33.6K | 0.02% | 385 |
|
|
2019
Q1 | $287K | Buy |
+5,763
| New | +$287K | 0.02% | 363 |
|
|
2015
Q1 | – | Sell |
-4,520
| Closed | -$138K | – | 716 |
|
|
2014
Q4 | $138K | Buy |
+4,520
| New | +$138K | 0.01% | 404 |
|