Whittier Trust’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,737
| Closed | -$136K | – | 1628 |
|
|
2022
Q4 | $136K | Buy |
+2,737
| New | +$136K | ﹤0.01% | 735 |
|
|
2022
Q3 | – | Sell |
-52
| Closed | -$2K | – | 1727 |
|
|
2022
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 1573 |
|
|
2022
Q1 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 1592 |
|
|
2020
Q1 | – | Sell |
-4,544
| Closed | -$202K | – | 1554 |
|
|
2019
Q4 | $202K | Buy |
+4,544
| New | +$202K | 0.01% | 556 |
|
|
2017
Q4 | – | Sell |
-148
| Closed | -$6K | – | 1333 |
|
|
2017
Q3 | $6K | Hold |
148
| – | – | ﹤0.01% | 1112 |
|
|
2017
Q2 | $6K | Hold |
148
| – | – | ﹤0.01% | 1070 |
|
|
2017
Q1 | $6K | Buy |
+148
| New | +$6K | ﹤0.01% | 1111 |
|