Tilia Fiduciary Partners’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 |
-986
| Closed | -$46.5K | – | 339 |
|
|
2023
Q2 | $46.5K | Hold |
986
| – | – | 0.04% | 225 |
|
|
2023
Q1 | $52.5K | Hold |
986
| – | – | 0.05% | 204 |
|
|
2022
Q4 | $48.9K | Hold |
986
| – | – | 0.05% | 200 |
|
|
2022
Q3 | $39K | Hold |
986
| – | – | 0.04% | 220 |
|
|
2022
Q2 | $43K | Hold |
986
| – | – | 0.04% | 218 |
|
|
2022
Q1 | $45K | Hold |
986
| – | – | 0.04% | 231 |
|
|
2021
Q4 | $40K | Buy |
+986
| New | +$40K | 0.03% | 245 |
|