Virtue Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-8,611
| Closed | -$306K | – | 439 |
|
2022
Q4 | $306K | Buy |
8,611
+154
| +2% | +$5.47K | 0.05% | 285 |
|
2022
Q3 | $283K | Buy |
8,457
+76
| +0.9% | +$2.54K | 0.04% | 187 |
|
2022
Q2 | $286K | Buy |
8,381
+75
| +0.9% | +$2.56K | 0.05% | 193 |
|
2022
Q1 | $287K | Hold |
8,306
| – | – | 0.05% | 335 |
|
2021
Q4 | $217K | Buy |
+8,306
| New | +$217K | 0.03% | 385 |
|
2021
Q3 | – | Sell |
-8,224
| Closed | -$213K | – | 395 |
|
2021
Q2 | $213K | Buy |
+8,224
| New | +$213K | 0.04% | 289 |
|