TCI Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,479
| Closed | -$78.7K | – | 1500 |
|
|
2023
Q1 | $78.7K | Hold |
1,479
| – | – | 0.01% | 321 |
|
|
2022
Q4 | $73.4K | Buy |
1,479
+140
| +10% | +$6.95K | 0.01% | 318 |
|
|
2022
Q3 | $52K | Buy |
1,339
+7
| +0.5% | +$272 | 0.01% | 358 |
|
|
2022
Q2 | $59K | Hold |
1,332
| – | – | 0.01% | 328 |
|
|
2022
Q1 | $62K | Hold |
1,332
| – | – | 0.01% | 351 |
|
|
2021
Q4 | $55K | Buy |
1,332
+90
| +7% | +$3.72K | 0.01% | 387 |
|
|
2021
Q3 | $43K | Sell |
1,242
-36
| -3% | -$1.25K | 0.01% | 448 |
|
|
2021
Q2 | $51K | Buy |
1,278
+118
| +10% | +$4.71K | 0.01% | 368 |
|
|
2021
Q1 | $46K | Buy |
1,160
+80
| +7% | +$3.17K | 0.02% | 349 |
|
|
2020
Q4 | $38K | Hold |
1,080
| – | – | 0.02% | 357 |
|
|
2020
Q3 | $29K | Hold |
1,080
| – | – | 0.01% | 374 |
|
|
2020
Q2 | $35K | Hold |
1,080
| – | – | 0.02% | 350 |
|
|
2020
Q1 | $37K | Hold |
1,080
| – | – | 0.02% | 340 |
|
|
2019
Q4 | $48K | Hold |
1,080
| – | – | 0.02% | 390 |
|
|
2019
Q3 | $49K | Hold |
1,080
| – | – | 0.02% | 330 |
|
|
2019
Q2 | $54K | Hold |
1,080
| – | – | 0.02% | 294 |
|
|
2019
Q1 | $54K | Hold |
1,080
| – | – | 0.02% | 316 |
|
|
2018
Q4 | $49K | Hold |
1,080
| – | – | 0.02% | 307 |
|
|
2018
Q3 | $50K | Hold |
1,080
| – | – | 0.02% | 330 |
|
|
2018
Q2 | $48K | Buy |
1,080
+360
| +50% | +$16K | 0.02% | 330 |
|
|
2018
Q1 | $29K | Hold |
720
| – | – | 0.01% | 409 |
|
|
2017
Q4 | $29K | Hold |
720
| – | – | 0.01% | 425 |
|
|
2017
Q3 | $30K | Hold |
720
| – | – | 0.01% | 395 |
|
|
2017
Q2 | $29K | Hold |
720
| – | – | 0.01% | 404 |
|
|
2017
Q1 | $29K | Hold |
720
| – | – | 0.02% | 386 |
|
|
2016
Q4 | $26K | Hold |
720
| – | – | 0.01% | 442 |
|
|
2016
Q3 | $24K | Hold |
720
| – | – | 0.01% | 412 |
|
|
2016
Q2 | $28K | Hold |
720
| – | – | 0.02% | 379 |
|
|
2016
Q1 | $26K | Hold |
720
| – | – | 0.01% | 395 |
|
|
2015
Q4 | $24K | Hold |
720
| – | – | 0.01% | 407 |
|
|
2015
Q3 | $22K | Hold |
720
| – | – | 0.01% | 385 |
|
|
2015
Q2 | $20K | Hold |
720
| – | – | 0.01% | 404 |
|
|
2015
Q1 | $22K | Buy |
+720
| New | +$22K | 0.01% | 342 |
|