THWM
SJI
Taylor Hoffman Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,020
| Closed | -$25K | – | 390 |
|
|
2020
Q2 | $25K | Buy |
+1,020
| New | +$25K | 0.02% | 248 |
|
|
2020
Q1 | – | Sell |
-1,020
| Closed | -$34K | – | 411 |
|
|
2019
Q4 | $34K | Hold |
1,020
| – | – | 0.02% | 242 |
|
|
2019
Q3 | $34K | Hold |
1,020
| – | – | 0.02% | 235 |
|
|
2019
Q2 | $34K | Hold |
1,020
| – | – | 0.03% | 219 |
|
|
2019
Q1 | $33K | Hold |
1,020
| – | – | 0.02% | 223 |
|
|
2018
Q4 | $28K | Hold |
1,020
| – | – | 0.03% | 218 |
|
|
2018
Q3 | $36K | Hold |
1,020
| – | – | 0.03% | 204 |
|
|
2018
Q2 | $34K | Hold |
1,020
| – | – | 0.03% | 198 |
|
|
2018
Q1 | $29K | Hold |
1,020
| – | – | 0.03% | 219 |
|
|
2017
Q4 | $32K | Buy |
+1,020
| New | +$32K | 0.03% | 217 |
|