USCA RIA’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,500
| Closed | -$229K | – | 483 |
|
|
2018
Q3 | $229K | Hold |
6,500
| – | – | 0.02% | 429 |
|
|
2018
Q2 | $218K | Buy |
+6,500
| New | +$218K | 0.02% | 419 |
|
|
2018
Q1 | – | Sell |
-11,195
| Closed | -$350K | – | 472 |
|
|
2017
Q4 | $350K | Sell |
11,195
-892
| -7% | -$27.9K | 0.04% | 339 |
|
|
2017
Q3 | $413K | Hold |
12,087
| – | – | 0.05% | 311 |
|
|
2017
Q2 | $413K | Buy |
12,087
+2
| +0% | +$68 | 0.05% | 312 |
|
|
2017
Q1 | $431K | Hold |
12,085
| – | – | 0.06% | 288 |
|
|
2016
Q4 | $407K | Sell |
12,085
-1,200
| -9% | -$40.4K | 0.06% | 281 |
|
|
2016
Q3 | $393K | Sell |
13,285
-52,959
| -80% | -$1.57M | 0.07% | 278 |
|
|
2016
Q2 | $2.1M | Buy |
66,244
+12,433
| +23% | +$393K | 0.35% | 83 |
|
|
2016
Q1 | $1.53M | Buy |
+53,811
| New | +$1.53M | 0.28% | 102 |
|