B. Riley Wealth Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,760
| Closed | -$214K | – | 1462 |
|
|
2021
Q4 | $214K | Sell |
7,760
-753
| -9% | -$20.8K | 0.01% | 1242 |
|
|
2021
Q3 | $207K | Buy |
+8,513
| New | +$207K | 0.01% | 1234 |
|
|
2015
Q1 | – | Sell |
-3,006
| Closed | -$50 | – | 1472 |
|
|
2014
Q4 | $50 | Buy |
+3,006
| New | +$50 | ﹤0.01% | 2090 |
|
|
2014
Q3 | – | Sell |
-3,296
| Closed | -$50.9K | – | 1443 |
|
|
2014
Q2 | $50.9K | Buy |
+3,296
| New | +$50.9K | 0.01% | 1025 |
|