Schubert & Co’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-65
| Closed | -$3.46K | – | 993 |
|
|
2023
Q1 | $3.46K | Buy |
65
+8
| +14% | +$426 | ﹤0.01% | 638 |
|
|
2022
Q4 | $2.83K | Sell |
57
-7
| -11% | -$347 | ﹤0.01% | 686 |
|
|
2022
Q3 | $2K | Buy |
64
+6
| +10% | +$188 | ﹤0.01% | 863 |
|
|
2022
Q2 | $3K | Buy |
58
+36
| +164% | +$1.86K | ﹤0.01% | 629 |
|
|
2022
Q1 | $1K | Buy |
22
+6
| +38% | +$273 | ﹤0.01% | 819 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 764 |
|