Advantage Investment Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-789
| Closed | -$21K | – | 1053 |
|
|
2018
Q2 | $21K | Buy |
+789
| New | +$21K | 0.02% | 530 |
|
|
2016
Q1 | – | Sell |
-1,380
| Closed | -$27K | – | 890 |
|
|
2015
Q4 | $27K | Hold |
1,380
| – | – | 0.01% | 425 |
|
|
2015
Q3 | $26K | Sell |
1,380
-2,132
| -61% | -$40.2K | 0.01% | 410 |
|
|
2015
Q2 | $63K | Buy |
+3,512
| New | +$63K | 0.03% | 304 |
|