Alpha Omega Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-365
| Closed | -$11K | – | 434 |
|
2019
Q2 | $11K | Hold |
365
| – | – | ﹤0.01% | 431 |
|
2019
Q1 | $10K | Hold |
365
| – | – | ﹤0.01% | 423 |
|
2018
Q4 | $9K | Sell |
365
-404
| -53% | -$9.96K | ﹤0.01% | 376 |
|
2018
Q3 | $19K | Sell |
769
-100
| -12% | -$2.47K | 0.01% | 320 |
|
2018
Q2 | $23K | Buy |
+869
| New | +$23K | 0.01% | 302 |
|