WAM
SJI

Wakefield Asset Management’s South Jersey Industries, Inc. SJI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-20,235
Closed -$436K 186
2020
Q4
$436K Buy
20,235
+118
+0.6% +$2.54K 0.18% 131
2020
Q3
$388K Buy
20,117
+323
+2% +$6.23K 0.18% 132
2020
Q2
$495K Buy
+19,794
New +$495K 0.24% 120