United Asset Strategies’s New Jersey Resources NJR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,872	Closed	-$239K	–	246
2025 Q1	$239K	Hold	4,872	–	–	0.02%	224
2024 Q4	$227K	Buy	+4,872	New	+$227K	0.02%	223