Yorktown Management & Research Company’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,700
| Closed | -$611K | – | 291 |
|
|
2019
Q4 | $611K | Sell |
13,700
-2,311
| -14% | -$103K | 0.33% | 107 |
|
|
2019
Q3 | $724K | Hold |
16,011
| – | – | 0.39% | 84 |
|
|
2019
Q2 | $797K | Hold |
16,011
| – | – | 0.3% | 88 |
|
|
2019
Q1 | $797K | Buy |
16,011
+3,800
| +31% | +$189K | 0.26% | 93 |
|
|
2018
Q4 | $558K | Buy |
12,211
+733
| +6% | +$33.5K | 0.19% | 134 |
|
|
2018
Q3 | $529K | Buy |
11,478
+1,017
| +10% | +$46.9K | 0.15% | 158 |
|
|
2018
Q2 | $468K | Buy |
10,461
+1,161
| +12% | +$51.9K | 0.14% | 160 |
|
|
2018
Q1 | $373K | Hold |
9,300
| – | – | 0.11% | 181 |
|
|
2017
Q4 | $374K | Hold |
9,300
| – | – | 0.11% | 190 |
|
|
2017
Q3 | $392K | Buy |
+9,300
| New | +$392K | 0.1% | 132 |
|