Smallwood Wealth Investment Management’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $518K | Buy |
10,568
+1,422
| +16% | +$69.8K | 0.33% | 40 |
|
|
2024
Q4 | $427K | Sell |
9,146
-176
| -2% | -$8.21K | 0.29% | 47 |
|
|
2024
Q3 | $440K | Sell |
9,322
-1,688
| -15% | -$79.7K | 0.31% | 46 |
|
|
2024
Q2 | $471K | Hold |
11,010
| – | – | 0.36% | 39 |
|
|
2024
Q1 | $472K | Sell |
11,010
-176
| -2% | -$7.55K | 0.37% | 40 |
|
|
2023
Q4 | $499K | Sell |
11,186
-1,158
| -9% | -$51.6K | 0.41% | 36 |
|
|
2023
Q3 | $502K | Sell |
12,344
-167
| -1% | -$6.79K | 0.46% | 33 |
|
|
2023
Q2 | $591K | Sell |
12,511
-169
| -1% | -$7.98K | 0.53% | 32 |
|
|
2023
Q1 | $675K | Buy |
12,680
+8
| +0.1% | +$426 | 0.64% | 29 |
|
|
2022
Q4 | $629K | Buy |
12,672
+10
| +0.1% | +$496 | 0.53% | 36 |
|
|
2022
Q3 | $490K | Buy |
12,662
+2,144
| +20% | +$83K | 0.44% | 44 |
|
|
2022
Q2 | $468K | Hold |
10,518
| – | – | 0.47% | 38 |
|
|
2022
Q1 | $482K | Sell |
10,518
-5,668
| -35% | -$260K | 0.46% | 35 |
|
|
2021
Q4 | $665K | Buy |
+16,186
| New | +$665K | 0.62% | 27 |
|