TD Private Client Wealth’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
Q3 | – | Sell |
-1,281
| Closed | -$60.5K | – | 1256 |
|
|
2023
Q2 | $60.5K | Buy |
+1,281
| New | +$60.5K | ﹤0.01% | 742 |
|
|
2022
Q3 | – | Sell |
-2,562
| Closed | -$114K | – | 1230 |
|
|
2022
Q2 | $114K | Hold |
2,562
| – | – | 0.01% | 593 |
|
|
2022
Q1 | $117K | Hold |
2,562
| – | – | 0.01% | 617 |
|
|
2021
Q4 | $105K | Hold |
2,562
| – | – | ﹤0.01% | 631 |
|
|
2021
Q3 | $89.2K | Hold |
2,562
| – | – | ﹤0.01% | 646 |
|
|
2021
Q2 | $101K | Hold |
2,562
| – | – | ﹤0.01% | 620 |
|
|
2021
Q1 | $102K | Hold |
2,562
| – | – | ﹤0.01% | 597 |
|
|
2020
Q4 | $91.1K | Hold |
2,562
| – | – | ﹤0.01% | 569 |
|
|
2020
Q3 | $69.2K | Sell |
2,562
-8
| -0.3% | -$216 | ﹤0.01% | 568 |
|
|
2020
Q2 | $83.9K | Hold |
2,570
| – | – | ﹤0.01% | 538 |
|
|
2020
Q1 | $87.3K | Hold |
2,570
| – | – | 0.01% | 510 |
|
|
2019
Q4 | $115K | Buy |
+2,570
| New | +$115K | 0.01% | 508 |
|