Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,170
| Closed | -$26K | – | 2026 |
|
|
2021
Q1 | $26K | Buy |
+1,170
| New | +$26K | ﹤0.01% | 1113 |
|
|
2020
Q2 | – | Sell |
-360
| Closed | -$9K | – | 1464 |
|
|
2020
Q1 | $9K | Hold |
360
| – | – | ﹤0.01% | 963 |
|
|
2019
Q4 | $12K | Buy |
360
+3
| +0.8% | +$100 | ﹤0.01% | 900 |
|
|
2019
Q3 | $12K | Buy |
357
+2
| +0.6% | +$67 | ﹤0.01% | 888 |
|
|
2019
Q2 | $12K | Buy |
355
+1
| +0.3% | +$34 | ﹤0.01% | 871 |
|
|
2019
Q1 | $11K | Sell |
354
-200
| -36% | -$6.22K | ﹤0.01% | 802 |
|
|
2018
Q4 | $15K | Buy |
554
+4
| +0.7% | +$108 | ﹤0.01% | 709 |
|
|
2018
Q3 | $19K | Buy |
550
+1
| +0.2% | +$35 | ﹤0.01% | 698 |
|
|
2018
Q2 | $18K | Buy |
549
+2
| +0.4% | +$66 | ﹤0.01% | 706 |
|
|
2018
Q1 | $15K | Hold |
547
| – | – | ﹤0.01% | 654 |
|
|
2017
Q4 | $17K | Hold |
547
| – | – | ﹤0.01% | 574 |
|
|
2017
Q3 | $19K | Buy |
+547
| New | +$19K | 0.01% | 444 |
|