Y-Intercept (HK)’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $992K | Buy |
22,134
+6,290
| +40% | +$282K | 0.02% | 941 |
|
|
2025
Q1 | $777K | Buy |
15,844
+10,759
| +212% | +$528K | 0.05% | 512 |
|
|
2024
Q4 | $237K | Sell |
5,085
-5,317
| -51% | -$248K | 0.02% | 1005 |
|
|
2024
Q3 | $491K | Sell |
10,402
-12,642
| -55% | -$597K | 0.03% | 784 |
|
|
2024
Q2 | $985K | Buy |
+23,044
| New | +$985K | 0.05% | 496 |
|
|
2023
Q4 | – | Sell |
-11,157
| Closed | -$453K | – | 1510 |
|
|
2023
Q3 | $453K | Buy |
+11,157
| New | +$453K | 0.04% | 598 |
|
|
2022
Q2 | – | Sell |
-5,393
| Closed | -$247K | – | 1085 |
|
|
2022
Q1 | $247K | Buy |
+5,393
| New | +$247K | 0.06% | 532 |
|
|
2021
Q4 | – | Sell |
-5,866
| Closed | -$204K | – | 782 |
|
|
2021
Q3 | $204K | Buy |
+5,866
| New | +$204K | 0.04% | 577 |
|