SSWM
Sheets Smith Wealth Management’s New Jersey Resources NJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Hold |
6,300
| – | – | 0.03% | 353 |
|
|
2025
Q1 | $309K | Hold |
6,300
| – | – | 0.04% | 299 |
|
|
2024
Q4 | $294K | Hold |
6,300
| – | – | 0.04% | 316 |
|
|
2024
Q3 | $297K | Hold |
6,300
| – | – | 0.04% | 319 |
|
|
2024
Q2 | $269K | Hold |
6,300
| – | – | 0.03% | 329 |
|
|
2024
Q1 | $270K | Hold |
6,300
| – | – | 0.03% | 332 |
|
|
2023
Q4 | $281K | Hold |
6,300
| – | – | 0.04% | 291 |
|
|
2023
Q3 | $256K | Hold |
6,300
| – | – | 0.04% | 284 |
|
|
2023
Q2 | $297K | Hold |
6,300
| – | – | 0.04% | 278 |
|
|
2023
Q1 | $335K | Hold |
6,300
| – | – | 0.05% | 251 |
|
|
2022
Q4 | $313K | Hold |
6,300
| – | – | 0.05% | 250 |
|
|
2022
Q3 | $244K | Hold |
6,300
| – | – | 0.04% | 267 |
|
|
2022
Q2 | $281K | Hold |
6,300
| – | – | 0.05% | 254 |
|
|
2022
Q1 | $289K | Hold |
6,300
| – | – | 0.04% | 284 |
|
|
2021
Q4 | $259K | Hold |
6,300
| – | – | 0.03% | 328 |
|
|
2021
Q3 | $219K | Hold |
6,300
| – | – | 0.03% | 344 |
|
|
2021
Q2 | $249K | Hold |
6,300
| – | – | 0.03% | 324 |
|
|
2021
Q1 | $251K | Hold |
6,300
| – | – | 0.04% | 295 |
|
|
2020
Q4 | $224K | Buy |
+6,300
| New | +$224K | 0.03% | 311 |
|
|
2020
Q3 | – | Sell |
-6,300
| Closed | -$206K | – | 301 |
|
|
2020
Q2 | $206K | Hold |
6,300
| – | – | 0.04% | 244 |
|
|
2020
Q1 | $214K | Hold |
6,300
| – | – | 0.04% | 247 |
|
|
2019
Q4 | $281K | Hold |
6,300
| – | – | 0.05% | 276 |
|
|
2019
Q3 | $285K | Hold |
6,300
| – | – | 0.06% | 256 |
|
|
2019
Q2 | $314K | Hold |
6,300
| – | – | 0.06% | 263 |
|
|
2019
Q1 | $314K | Hold |
6,300
| – | – | 0.07% | 266 |
|
|
2018
Q4 | $288K | Buy |
+6,300
| New | +$288K | 0.08% | 233 |
|