WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $108K | Buy |
3,153
+234
| +8% | +$8.02K | 0.02% | 512 |
|
|
2017
Q1 | $104K | Sell |
2,919
-171
| -6% | -$6.09K | 0.03% | 471 |
|
|
2016
Q4 | $104K | Buy |
3,090
+178
| +6% | +$5.99K | 0.03% | 515 |
|
|
2016
Q3 | $86K | Buy |
2,912
+765
| +36% | +$22.6K | 0.02% | 563 |
|
|
2016
Q2 | $68K | Buy |
2,147
+456
| +27% | +$14.4K | 0.02% | 611 |
|
|
2016
Q1 | $48K | Buy |
1,691
+228
| +16% | +$6.47K | 0.01% | 678 |
|
|
2015
Q4 | $34K | Buy |
1,463
+31
| +2% | +$720 | 0.01% | 762 |
|
|
2015
Q3 | $36K | Buy |
1,432
+14
| +1% | +$352 | 0.01% | 743 |
|
|
2015
Q2 | $35K | Sell |
1,418
-138
| -9% | -$3.41K | 0.01% | 825 |
|
|
2015
Q1 | $42K | Sell |
1,556
-11,018
| -88% | -$297K | 0.01% | 773 |
|
|
2014
Q4 | $370K | Sell |
12,574
-1,316
| -9% | -$38.7K | 0.07% | 295 |
|
|
2014
Q3 | $371K | Buy |
13,890
+682
| +5% | +$18.2K | 0.07% | 318 |
|
|
2014
Q2 | $399K | Buy |
13,208
+1,672
| +14% | +$50.5K | 0.07% | 302 |
|
|
2014
Q1 | $324K | Buy |
11,536
+3,972
| +53% | +$112K | 0.07% | 336 |
|
|
2013
Q4 | $212K | Buy |
7,564
+1,282
| +20% | +$35.9K | 0.03% | 500 |
|
|
2013
Q3 | $184K | Buy |
6,282
+660
| +12% | +$19.3K | 0.03% | 517 |
|
|
2013
Q2 | $161K | Buy |
+5,622
| New | +$161K | 0.03% | 519 |
|