Summit Trail Advisors’s New Jersey Resources NJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-5,156
Closed -$225K 602
2018
Q1
$225K Hold
5,156
0.04% 348
2017
Q4
$201K Buy
+5,156
New +$201K 0.03% 423