A detailed history of Smallwood Wealth Investment Management, LLC transactions in New Jersey Resources Corp stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 11,010 shares of NJR stock, worth $517,470. This represents 0.37% of its overall portfolio holdings.

Number of Shares
11,010
Previous 11,010 -0.0%
Holding current value
$517,470
Previous $472,000 0.42%
% of portfolio
0.37%
Previous 0.37%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

SELL
$39.48 - $45.32 $6,948 - $7,976
-176 Reduced 1.57%
11,010 $472,000
Q4 2023

Jan 23, 2024

SELL
$39.34 - $45.06 $45,555 - $52,179
-1,158 Reduced 9.38%
11,186 $498,000
Q3 2023

Oct 31, 2023

SELL
$40.63 - $47.41 $6,785 - $7,917
-167 Reduced 1.33%
12,344 $501,000
Q2 2023

Jul 17, 2023

SELL
$45.98 - $55.46 $7,770 - $9,372
-169 Reduced 1.33%
12,511 $590,000
Q1 2023

Apr 25, 2023

BUY
$48.77 - $53.2 $390 - $425
8 Added 0.06%
12,680 $674,000
Q4 2022

Feb 14, 2023

BUY
$38.97 - $50.7 $389 - $507
10 Added 0.08%
12,672 $628,000
Q3 2022

Nov 14, 2022

BUY
$38.7 - $47.19 $82,972 - $101,175
2,144 Added 20.38%
12,662 $490,000
Q1 2022

Apr 21, 2022

SELL
$38.29 - $46.38 $217,027 - $262,881
-5,668 Reduced 35.02%
10,518 $482,000
Q4 2021

Apr 05, 2022

BUY
$35.6 - $41.17 $576,221 - $666,377
16,186 New
16,186 $665,000

Others Institutions Holding NJR

About NEW JERSEY RESOURCES CORP


  • Ticker NJR
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 96,228,400
  • Market Cap $4.52B
  • Description
  • New Jersey Resources Corporation, an energy services holding company, provides regulated gas distribution, and retail and wholesale energy services. The company operates through four segments: Natural Gas Distribution, Clean Energy Ventures, Energy Services, and Storage and Transportation. The Natural Gas Distribution segment offers regulated na...
More about NJR
Track This Portfolio

Track Smallwood Wealth Investment Management, LLC Portfolio

Follow Smallwood Wealth Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smallwood Wealth Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smallwood Wealth Investment Management, LLC with notifications on news.