SWM
SJI
Sculati Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-49,530
| Closed | -$1.76M | – | 116 |
|
|
2022
Q4 | $1.76M | Sell |
49,530
-126
| -0.3% | -$4.48K | 0.99% | 33 |
|
|
2022
Q3 | $1.66M | Hold |
49,656
| – | – | 0.98% | 31 |
|
|
2022
Q2 | $1.7M | Hold |
49,656
| – | – | 0.97% | 34 |
|
|
2022
Q1 | $1.72M | Buy |
49,656
+3,395
| +7% | +$117K | 0.84% | 42 |
|
|
2021
Q4 | $1.21M | Buy |
46,261
+2,655
| +6% | +$69.3K | 0.58% | 52 |
|
|
2021
Q3 | $927K | Buy |
43,606
+4,560
| +12% | +$96.9K | 0.49% | 63 |
|
|
2021
Q2 | $1.01M | Buy |
39,046
+4,140
| +12% | +$107K | 0.54% | 57 |
|
|
2021
Q1 | $788K | Buy |
+34,906
| New | +$788K | 0.45% | 65 |
|