BerganKDV Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-15
| Closed | – | – | 995 |
|
|
2020
Q3 | $0 | Sell |
15
-60
| -80% | – | ﹤0.01% | 977 |
|
|
2020
Q2 | $2K | Sell |
75
-55
| -42% | -$1.47K | ﹤0.01% | 768 |
|
|
2020
Q1 | $3K | Hold |
130
| – | – | ﹤0.01% | 677 |
|
|
2019
Q4 | $4K | Buy |
130
+85
| +189% | +$2.62K | ﹤0.01% | 668 |
|
|
2019
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 669 |
|
|
2019
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 710 |
|
|
2019
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 705 |
|
|
2018
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 667 |
|