Rockbridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-164
| Closed | -$7.31K | – | 448 |
|
|
2023
Q4 | $7.31K | Buy |
+164
| New | +$7.31K | ﹤0.01% | 431 |
|
|
2022
Q3 | – | Sell |
-164
| Closed | -$7.3K | – | 420 |
|
|
2022
Q2 | $7.3K | Hold |
164
| – | – | ﹤0.01% | 402 |
|
|
2022
Q1 | $7.74K | Hold |
164
| – | – | ﹤0.01% | 552 |
|
|
2021
Q4 | $7K | Hold |
164
| – | – | ﹤0.01% | 616 |
|
|
2021
Q3 | $6K | Hold |
164
| – | – | ﹤0.01% | 588 |
|
|
2021
Q2 | $6K | Hold |
164
| – | – | ﹤0.01% | 589 |
|
|
2021
Q1 | $7K | Hold |
164
| – | – | ﹤0.01% | 546 |
|
|
2020
Q4 | $6K | Hold |
164
| – | – | ﹤0.01% | 551 |
|
|
2020
Q3 | $4K | Hold |
164
| – | – | ﹤0.01% | 543 |
|
|
2020
Q2 | $5K | Buy |
+164
| New | +$5K | ﹤0.01% | 495 |
|