Shelton Capital Management’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,646
| Closed | -$272K | – | 771 |
|
|
2022
Q4 | $272K | Hold |
7,646
| – | – | 0.03% | 483 |
|
|
2022
Q3 | $256K | Buy |
7,646
+1,028
| +16% | +$34.4K | 0.01% | 513 |
|
|
2022
Q2 | $226K | Hold |
6,618
| – | – | 0.01% | 613 |
|
|
2022
Q1 | $229K | Buy |
+6,618
| New | +$229K | 0.01% | 695 |
|
|
2020
Q2 | – | Sell |
-8,052
| Closed | -$201K | – | 718 |
|
|
2020
Q1 | $201K | Sell |
8,052
-209
| -3% | -$5.22K | 0.01% | 540 |
|
|
2019
Q4 | $272K | Buy |
+8,261
| New | +$272K | 0.02% | 578 |
|
|
2019
Q2 | – | Sell |
-275
| Closed | -$8.58K | – | 882 |
|
|
2019
Q1 | $8.58K | Sell |
275
-8,304
| -97% | -$259K | 0.03% | 441 |
|
|
2018
Q4 | $238K | Hold |
8,579
| – | – | 0.02% | 595 |
|
|
2018
Q3 | $303K | Buy |
8,579
+801
| +10% | +$28.3K | 0.02% | 584 |
|
|
2018
Q2 | $260K | Buy |
7,778
+658
| +9% | +$22K | 0.02% | 649 |
|
|
2018
Q1 | $200K | Hold |
7,120
| – | – | 0.01% | 787 |
|
|
2017
Q4 | $222K | Hold |
7,120
| – | – | 0.01% | 764 |
|
|
2017
Q3 | $246K | Sell |
7,120
-775
| -10% | -$26.8K | 0.02% | 674 |
|
|
2017
Q2 | $270K | Buy |
7,895
+413
| +6% | +$14.1K | 0.02% | 635 |
|
|
2017
Q1 | $267K | Buy |
+7,482
| New | +$267K | 0.02% | 634 |
|