Cedar Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,000
| Closed | -$24.7K | – | 292 |
|
2023
Q3 | $24.7K | Hold |
1,000
| – | – | 0.01% | 190 |
|
2023
Q2 | $27.4K | Hold |
1,000
| – | – | 0.01% | 194 |
|
2023
Q1 | $28K | Hold |
1,000
| – | – | 0.01% | 193 |
|
2022
Q4 | $27.4K | Hold |
1,000
| – | – | 0.01% | 184 |
|
2022
Q3 | $25K | Hold |
1,000
| – | – | 0.01% | 207 |
|
2022
Q2 | $29K | Hold |
1,000
| – | – | 0.01% | 200 |
|
2022
Q1 | $32K | Hold |
1,000
| – | – | 0.01% | 214 |
|
2021
Q4 | $28K | Hold |
1,000
| – | – | 0.01% | 224 |
|
2021
Q3 | $24K | Hold |
1,000
| – | – | 0.01% | 197 |
|
2021
Q2 | $25K | Hold |
1,000
| – | – | 0.01% | 197 |
|
2021
Q1 | $24K | Hold |
1,000
| – | – | 0.01% | 183 |
|
2020
Q4 | $23K | Hold |
1,000
| – | – | 0.01% | 165 |
|
2020
Q3 | $22K | Hold |
1,000
| – | – | 0.01% | 160 |
|
2020
Q2 | $23K | Hold |
1,000
| – | – | 0.02% | 159 |
|
2020
Q1 | $25K | Hold |
1,000
| – | – | 0.02% | 150 |
|
2019
Q4 | $28K | Hold |
1,000
| – | – | 0.02% | 113 |
|
2019
Q3 | $30K | Hold |
1,000
| – | – | 0.02% | 107 |
|
2019
Q2 | $29K | Hold |
1,000
| – | – | 0.02% | 124 |
|
2019
Q1 | $29K | Hold |
1,000
| – | – | 0.02% | 120 |
|
2018
Q4 | $25K | Buy |
+1,000
| New | +$25K | 0.02% | 109 |
|