Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-570
| Closed | -$20K | – | 240 |
|
|
2021
Q3 | $20K | Hold |
570
| – | – | 0.01% | 218 |
|
|
2021
Q2 | $23K | Hold |
570
| – | – | 0.02% | 197 |
|
|
2021
Q1 | $23K | Hold |
570
| – | – | 0.02% | 187 |
|
|
2020
Q4 | $20K | Hold |
570
| – | – | 0.02% | 178 |
|
|
2020
Q3 | $15K | Hold |
570
| – | – | 0.01% | 191 |
|
|
2020
Q2 | $19K | Hold |
570
| – | – | 0.02% | 157 |
|
|
2020
Q1 | $19K | Hold |
570
| – | – | 0.02% | 146 |
|
|
2019
Q4 | $25K | Buy |
+570
| New | +$25K | 0.02% | 150 |
|