WFG Advisors’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $36K | Buy |
911
+5
| +0.6% | +$198 | 0.01% | 786 |
|
|
2017
Q1 | $36K | Sell |
906
-72
| -7% | -$2.86K | 0.01% | 747 |
|
|
2016
Q4 | $35K | Buy |
978
+628
| +179% | +$22.5K | 0.01% | 802 |
|
|
2016
Q3 | $12K | Buy |
+350
| New | +$12K | ﹤0.01% | 1076 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$6K | – | 1745 |
|
|
2015
Q1 | $6K | Sell |
200
-12,328
| -98% | -$370K | ﹤0.01% | 1318 |
|
|
2014
Q4 | $383K | Sell |
12,528
-1,492
| -11% | -$45.6K | 0.08% | 283 |
|
|
2014
Q3 | $354K | Buy |
14,020
+662
| +5% | +$16.7K | 0.07% | 326 |
|
|
2014
Q2 | $382K | Buy |
13,358
+1,464
| +12% | +$41.9K | 0.07% | 311 |
|
|
2014
Q1 | $296K | Buy |
11,894
+1,092
| +10% | +$27.2K | 0.06% | 351 |
|
|
2013
Q4 | $250K | Buy |
10,802
+800
| +8% | +$18.5K | 0.04% | 465 |
|
|
2013
Q3 | $220K | Buy |
10,002
+1,398
| +16% | +$30.8K | 0.03% | 456 |
|
|
2013
Q2 | $179K | Buy |
+8,604
| New | +$179K | 0.03% | 491 |
|