Wealthspire Advisors (Maryland)’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-351
| Closed | -$17K | – | 1485 |
|
|
2019
Q1 | $17K | Buy |
351
+19
| +6% | +$920 | ﹤0.01% | 1345 |
|
|
2018
Q4 | $15K | Sell |
332
-23
| -6% | -$1.04K | ﹤0.01% | 1323 |
|
|
2018
Q3 | $16K | Hold |
355
| – | – | ﹤0.01% | 1388 |
|
|
2018
Q2 | $16K | Sell |
355
-60
| -14% | -$2.7K | ﹤0.01% | 1397 |
|
|
2018
Q1 | $17K | Buy |
415
+16
| +4% | +$655 | ﹤0.01% | 1347 |
|
|
2017
Q4 | $16K | Sell |
399
-125
| -24% | -$5.01K | ﹤0.01% | 1403 |
|
|
2017
Q3 | $22K | Sell |
524
-14
| -3% | -$588 | ﹤0.01% | 1275 |
|
|
2017
Q2 | $21K | Sell |
538
-5
| -0.9% | -$195 | ﹤0.01% | 1257 |
|
|
2017
Q1 | $22K | Buy |
543
+359
| +195% | +$14.5K | ﹤0.01% | 1052 |
|
|
2016
Q4 | $7K | Buy |
184
+20
| +12% | +$761 | ﹤0.01% | 1326 |
|
|
2016
Q3 | $5K | Buy |
164
+126
| +332% | +$3.84K | ﹤0.01% | 1396 |
|
|
2016
Q2 | $1K | Hold |
38
| – | – | ﹤0.01% | 1618 |
|
|
2016
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 1663 |
|
|
2015
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1639 |
|