Venturi Wealth Management’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,280
| Closed | -$324K | – | 243 |
|
|
2019
Q4 | $324K | Sell |
7,280
-97
| -1% | -$4.32K | 0.04% | 196 |
|
|
2019
Q3 | $334K | Buy |
7,377
+99
| +1% | +$4.48K | 0.04% | 184 |
|
|
2019
Q2 | $362K | Sell |
7,278
-125
| -2% | -$6.22K | 0.05% | 176 |
|
|
2019
Q1 | $366K | Sell |
7,403
-732
| -9% | -$36.2K | 0.05% | 184 |
|
|
2018
Q4 | $361K | Buy |
+8,135
| New | +$361K | 0.06% | 176 |
|