Clear Perspective Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$26K | – | 338 |
|
|
2018
Q2 | $26K | Hold |
1,000
| – | – | 0.02% | 298 |
|
|
2018
Q1 | $24K | Buy |
+1,000
| New | +$24K | 0.02% | 294 |
|
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$26K | – | 276 |
|
|
2017
Q3 | $26K | Hold |
1,000
| – | – | 0.02% | 273 |
|
|
2017
Q2 | $25K | Hold |
1,000
| – | – | 0.02% | 273 |
|
|
2017
Q1 | $24K | Hold |
1,000
| – | – | 0.02% | 262 |
|
|
2016
Q4 | $22K | Buy |
+1,000
| New | +$22K | 0.01% | 261 |
|