Brendel Financial Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-66,177
| Closed | -$1.98M | – | 91 |
|
|
2019
Q3 | $1.98M | Sell |
66,177
-101
| -0.2% | -$3.02K | 1.78% | 26 |
|
|
2019
Q2 | $1.91M | Sell |
66,278
-784
| -1% | -$22.6K | 1.85% | 26 |
|
|
2019
Q1 | $1.92M | Buy |
67,062
+10,193
| +18% | +$292K | 1.72% | 27 |
|
|
2018
Q4 | $1.44M | Buy |
+56,869
| New | +$1.44M | 1.66% | 27 |
|