SOA Wealth Advisors’s New Jersey Resources NJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-900
| Closed | -$42.5K | – | 892 |
|
|
2024
Q3 | $42.5K | Hold |
900
| – | – | 0.01% | 345 |
|
|
2024
Q2 | $38.5K | Sell |
900
-200
| -18% | -$8.55K | 0.01% | 341 |
|
|
2024
Q1 | $47.2K | Hold |
1,100
| – | – | 0.01% | 314 |
|
|
2023
Q4 | $49K | Hold |
1,100
| – | – | 0.01% | 296 |
|
|
2023
Q3 | $44.7K | Hold |
1,100
| – | – | 0.01% | 297 |
|
|
2023
Q2 | $51.9K | Hold |
1,100
| – | – | 0.01% | 288 |
|
|
2023
Q1 | $58.5K | Hold |
1,100
| – | – | 0.01% | 269 |
|
|
2022
Q4 | $54.6K | Hold |
1,100
| – | – | 0.01% | 273 |
|
|
2022
Q3 | $42K | Hold |
1,100
| – | – | 0.01% | 290 |
|
|
2022
Q2 | $48K | Hold |
1,100
| – | – | 0.01% | 269 |
|
|
2022
Q1 | $50K | Hold |
1,100
| – | – | 0.01% | 314 |
|
|
2021
Q4 | $45K | Hold |
1,100
| – | – | 0.01% | 309 |
|
|
2021
Q3 | $38K | Hold |
1,100
| – | – | 0.01% | 345 |
|
|
2021
Q2 | $43K | Hold |
1,100
| – | – | 0.01% | 323 |
|
|
2021
Q1 | $43K | Hold |
1,100
| – | – | 0.01% | 290 |
|
|
2020
Q4 | $41K | Buy |
+1,100
| New | +$41K | 0.01% | 290 |
|