Simplicity Solutions’s New Jersey Resources NJR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$356K Sell
7,975
-52
-0.6% -$2.32K 0.01% 783
2023
Q3
$326K Sell
8,027
-304
-4% -$12.4K 0.01% 740
2023
Q2
$393K Sell
8,331
-173
-2% -$8.17K 0.01% 742
2023
Q1
$452K Buy
+8,504
New +$452K 0.01% 723
2019
Q2
Sell
-5,869
Closed -$292K 795
2019
Q1
$292K Buy
5,869
+19
+0.3% +$945 0.02% 544
2018
Q4
$267K Buy
+5,850
New +$267K 0.03% 480