Waddell & Reed Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-93,189
| Closed | -$3.22M | – | 559 |
|
|
2017
Q3 | $3.22M | Sell |
93,189
-129,600
| -58% | -$4.48M | 0.01% | 486 |
|
|
2017
Q2 | $7.61M | Buy |
222,789
+45,900
| +26% | +$1.57M | 0.02% | 458 |
|
|
2017
Q1 | $6.31M | Sell |
176,889
-30,500
| -15% | -$1.09M | 0.01% | 474 |
|
|
2016
Q4 | $6.99M | Buy |
207,389
+389
| +0.2% | +$13.1K | 0.02% | 464 |
|
|
2016
Q3 | $6.12M | Buy |
207,000
+54,900
| +36% | +$1.62M | 0.01% | 469 |
|
|
2016
Q2 | $4.81M | Buy |
+152,100
| New | +$4.81M | 0.01% | 477 |
|