Wealth Enhancement Advisory Services’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
11,553
+325
| +3% | +$14.7K | ﹤0.01% | 2178 |
|
|
2025
Q1 | $551K | Buy |
11,228
+881
| +9% | +$43.2K | ﹤0.01% | 1977 |
|
|
2024
Q4 | $483K | Buy |
10,347
+1,162
| +13% | +$54.2K | ﹤0.01% | 2000 |
|
|
2024
Q3 | $434K | Buy |
9,185
+345
| +4% | +$16.3K | ﹤0.01% | 1899 |
|
|
2024
Q2 | $378K | Buy |
8,840
+307
| +4% | +$13.1K | ﹤0.01% | 1822 |
|
|
2024
Q1 | $366K | Buy |
8,533
+340
| +4% | +$14.6K | ﹤0.01% | 1785 |
|
|
2023
Q4 | $365K | Sell |
8,193
-1,339
| -14% | -$59.7K | ﹤0.01% | 1696 |
|
|
2023
Q3 | $387K | Buy |
+9,532
| New | +$387K | ﹤0.01% | 1580 |
|