U.S. Capital Wealth Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio SJI Stock Details SJI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,500	Closed	-$53.3K	–	1619
2022 Q4	$53.3K	Buy	+1,500	New	+$51.8K	﹤0.01%	867

Other funds holding SJI

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

U.S. Capital Wealth Advisors's SJI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 1,500 shares — an estimated $53.3K sold.

U.S. Capital Wealth Advisors first reported a position in SJI in Q4 2022 and held it in 1 quarter. The position peaked at $53.3K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,500 South Jersey Industries, Inc. shares in Q1 2023, an estimated $53.3K.
U.S. Capital Wealth Advisors first reported a position in South Jersey Industries, Inc. in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's South Jersey Industries, Inc. position peaked at $53.3K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.