Valley Wealth Managers’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,405
| Closed | -$269K | – | 197 |
|
|
2019
Q2 | $269K | Sell |
5,405
-236
| -4% | -$11.7K | 0.03% | 173 |
|
|
2019
Q1 | $281K | Buy |
+5,641
| New | +$281K | 0.03% | 182 |
|
|
2018
Q4 | – | Sell |
-4,960
| Closed | -$229K | – | 170 |
|
|
2018
Q3 | $229K | Buy |
4,960
+28
| +0.6% | +$1.29K | 0.03% | 113 |
|
|
2018
Q2 | $221K | Sell |
4,932
-317
| -6% | -$14.2K | 0.03% | 115 |
|
|
2018
Q1 | $210K | Buy |
5,249
+31
| +0.6% | +$1.24K | 0.03% | 113 |
|
|
2017
Q4 | $210K | Buy |
+5,218
| New | +$210K | 0.03% | 118 |
|
|
2017
Q2 | – | Sell |
-3,832
| Closed | -$152K | – | 160 |
|
|
2017
Q1 | $152K | Sell |
3,832
-293
| -7% | -$11.6K | 0.02% | 119 |
|
|
2016
Q4 | $146K | Sell |
4,125
-323
| -7% | -$11.4K | 0.02% | 121 |
|
|
2016
Q3 | $146K | Sell |
4,448
-194
| -4% | -$6.37K | 0.02% | 126 |
|
|
2016
Q2 | $179K | Buy |
+4,642
| New | +$179K | 0.03% | 115 |
|