Tiedemann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-110,415
| Closed | -$3.02M | – | 342 |
|
|
2020
Q3 | $3.02M | Sell |
110,415
-9,320
| -8% | -$255K | 0.15% | 97 |
|
|
2020
Q2 | $3.95M | Buy |
119,735
+31,084
| +35% | +$1.02M | 0.21% | 71 |
|
|
2020
Q1 | $3.03M | Buy |
88,651
+32,736
| +59% | +$1.12M | 0.2% | 79 |
|
|
2019
Q4 | $2.51M | Sell |
55,915
-3,880
| -6% | -$174K | 0.12% | 99 |
|
|
2019
Q3 | $2.71M | Buy |
59,795
+36,550
| +157% | +$1.66M | 0.13% | 104 |
|
|
2019
Q2 | $1.16M | Sell |
23,245
-4,050
| -15% | -$203K | 0.06% | 141 |
|
|
2019
Q1 | $1.37M | Sell |
27,295
-110
| -0.4% | -$5.51K | 0.06% | 179 |
|
|
2018
Q4 | $1.26M | Sell |
27,405
-8,287
| -23% | -$381K | 0.06% | 177 |
|
|
2018
Q3 | $1.66M | Sell |
35,692
-4,363
| -11% | -$203K | 0.1% | 126 |
|
|
2018
Q2 | $1.8M | Sell |
40,055
-7,380
| -16% | -$332K | 0.12% | 114 |
|
|
2018
Q1 | $1.91M | Buy |
47,435
+4,980
| +12% | +$201K | 0.13% | 99 |
|
|
2017
Q4 | $1.72M | Buy |
42,455
+13,305
| +46% | +$538K | 0.13% | 85 |
|
|
2017
Q3 | $1.24M | Buy |
29,150
+1,261
| +5% | +$53.5K | 0.11% | 129 |
|
|
2017
Q2 | $1.11M | Buy |
+27,889
| New | +$1.11M | 0.08% | 200 |
|