Sowell Financial Services’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-174
| Closed | -$7K | – | 1956 |
|
|
2021
Q1 | $7K | Buy |
174
+3
| +2% | +$121 | ﹤0.01% | 2472 |
|
|
2020
Q4 | $6K | Buy |
171
+7
| +4% | +$246 | ﹤0.01% | 2217 |
|
|
2020
Q3 | $4K | Buy |
164
+2
| +1% | +$49 | ﹤0.01% | 2065 |
|
|
2020
Q2 | $5K | Sell |
162
-117
| -42% | -$3.61K | ﹤0.01% | 1904 |
|
|
2020
Q1 | $9K | Sell |
279
-287
| -51% | -$9.26K | ﹤0.01% | 1640 |
|
|
2019
Q4 | $25K | Sell |
566
-594
| -51% | -$26.2K | ﹤0.01% | 1357 |
|
|
2019
Q3 | $52K | Buy |
+1,160
| New | +$52K | ﹤0.01% | 985 |
|
|
2017
Q1 | – | Sell |
-1,027
| Closed | -$39K | – | 470 |
|
|
2016
Q4 | $39K | Buy |
+1,027
| New | +$39K | 0.01% | 362 |
|