Zeke Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,674
| Closed | -$235K | – | 672 |
|
|
2018
Q3 | $235K | Sell |
6,674
-1,644
| -20% | -$57.9K | 0.02% | 576 |
|
|
2018
Q2 | $278K | Hold |
8,318
| – | – | 0.03% | 430 |
|
|
2018
Q1 | $234K | Buy |
8,318
+1,655
| +25% | +$46.6K | 0.02% | 523 |
|
|
2017
Q4 | $208K | Buy |
+6,663
| New | +$208K | 0.02% | 501 |
|
|
2014
Q1 | – | Sell |
-20,396
| Closed | -$571K | – | 62 |
|
|
2013
Q4 | $571K | Buy |
20,396
+396
| +2% | +$11.1K | 0.52% | 29 |
|
|
2013
Q3 | $586K | Buy |
+20,000
| New | +$586K | 0.55% | 28 |
|