Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,447
| Closed | -$279K | – | 523 |
|
|
2019
Q4 | $279K | Sell |
8,447
-157
| -2% | -$5.19K | 0.02% | 395 |
|
|
2019
Q3 | $283K | Buy |
+8,604
| New | +$283K | 0.02% | 356 |
|
|
2019
Q2 | – | Sell |
-2,459
| Closed | -$79K | – | 2301 |
|
|
2019
Q1 | $79K | Buy |
2,459
+44
| +2% | +$1.41K | 0.01% | 725 |
|
|
2018
Q4 | $67K | Sell |
2,415
-39
| -2% | -$1.08K | 0.01% | 744 |
|
|
2018
Q3 | $87K | Buy |
2,454
+39
| +2% | +$1.38K | 0.01% | 748 |
|
|
2018
Q2 | $81K | Buy |
2,415
+37
| +2% | +$1.24K | 0.01% | 789 |
|
|
2018
Q1 | $67K | Sell |
2,378
-18
| -0.8% | -$507 | 0.01% | 878 |
|
|
2017
Q4 | $75K | Buy |
2,396
+154
| +7% | +$4.82K | 0.01% | 833 |
|
|
2017
Q3 | $77K | Buy |
2,242
+23
| +1% | +$790 | 0.01% | 811 |
|
|
2017
Q2 | $76K | Hold |
2,219
| – | – | 0.01% | 799 |
|
|
2017
Q1 | $79K | Hold |
2,219
| – | – | 0.01% | 668 |
|
|
2016
Q4 | $75K | Buy |
2,219
+38
| +2% | +$1.28K | 0.01% | 667 |
|
|
2016
Q3 | $64K | Sell |
2,181
-1,750
| -45% | -$51.4K | 0.01% | 712 |
|
|
2016
Q2 | $124K | Buy |
3,931
+23
| +0.6% | +$726 | 0.02% | 491 |
|
|
2016
Q1 | $111K | Buy |
+3,908
| New | +$111K | 0.02% | 503 |
|