Smallwood Wealth Investment Management’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $510K | Buy |
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|
2025
Q2 | $474K | Buy |
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|
2025
Q1 | $518K | Buy |
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|
2024
Q4 | $427K | Sell |
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|
2024
Q3 | $440K | Sell |
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|
2024
Q2 | $471K | Hold |
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|
2024
Q1 | $472K | Sell |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $591K | Sell |
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|
2023
Q1 | $675K | Buy |
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|
2022
Q4 | $629K | Buy |
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|
2022
Q3 | $490K | Buy |
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|
2022
Q2 | $468K | Hold |
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|
2022
Q1 | $482K | Sell |
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|
2021
Q4 | $665K | Buy |
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