Wealthcare Advisory Partners’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 | $923K | Buy |
20,604
+153
| +0.7% | +$6.86K | 0.02% | 500 |
|
|
2025
Q1 | $1M | Buy |
20,451
+46
| +0.2% | +$2.26K | 0.03% | 444 |
|
|
2024
Q4 | $952K | Buy |
20,405
+154
| +0.8% | +$7.18K | 0.03% | 430 |
|
|
2024
Q3 | $956K | Buy |
20,251
+183
| +0.9% | +$8.64K | 0.03% | 432 |
|
|
2024
Q2 | $858K | Buy |
20,068
+182
| +0.9% | +$7.78K | 0.03% | 426 |
|
|
2024
Q1 | $853K | Buy |
19,886
+1
| +0% | +$43 | 0.03% | 412 |
|
|
2023
Q4 | $886K | Buy |
+19,885
| New | +$886K | 0.04% | 342 |
|