WCBA
Weaver C. Barksdale & Associates’s New Jersey Resources NJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $12K | Buy |
309
+42
| +16% | +$1.63K | 0.01% | 245 |
|
|
2017
Q3 | $11K | Hold |
267
| – | – | 0.01% | 256 |
|
|
2017
Q2 | $11K | Hold |
267
| – | – | 0.01% | 252 |
|
|
2017
Q1 | $11K | Sell |
267
-30
| -10% | -$1.24K | 0.01% | 262 |
|
|
2016
Q4 | $11K | Buy |
297
+34
| +13% | +$1.26K | 0.02% | 260 |
|
|
2016
Q3 | $9K | Buy |
263
+28
| +12% | +$958 | 0.02% | 285 |
|
|
2016
Q2 | $9K | Sell |
235
-38
| -14% | -$1.46K | 0.02% | 267 |
|
|
2016
Q1 | $10K | Buy |
+273
| New | +$10K | 0.01% | 269 |
|
|
2013
Q4 | – | Sell |
-14,970
| Closed | -$659K | – | 563 |
|
|
2013
Q3 | $659K | Hold |
14,970
| – | – | 0.6% | 49 |
|
|
2013
Q2 | $622K | Buy |
+14,970
| New | +$622K | 0.61% | 41 |
|