Zynergy Retirement Planning’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	–	Sell	-4,289	Closed	-$200K	–	73
2025 Q1	$200K	Buy	4,289 +41	+1%	+$1.91K	0.14%	26
2024 Q4	$201K	Hold	4,248	–	–	0.14%	28
2024 Q3	$201K	Buy	4,248 +41	+1%	+$1.94K	0.14%	28
2024 Q2	$180K	Buy	+4,207	New	+$180K	0.14%	26