Simplicity Wealth’s New Jersey Resources NJR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,686	Closed	-$243K	–	963
2024 Q2	$243K	Sell	5,686 -47	-0.8%	-$2.01K	0.01%	1028
2024 Q1	$246K	Buy	+5,733	New	+$246K	0.01%	992