Clearview Wealth Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-633
| Closed | -$17.3K | – | 439 |
|
|
2023
Q2 | $17.3K | Sell |
633
-360
| -36% | -$9.85K | 0.02% | 297 |
|
|
2023
Q1 | $27.8K | Hold |
993
| – | – | 0.03% | 238 |
|
|
2022
Q4 | $27.2K | Hold |
993
| – | – | 0.02% | 212 |
|
|
2022
Q3 | $25K | Hold |
993
| – | – | 0.02% | 232 |
|
|
2022
Q2 | $29K | Hold |
993
| – | – | 0.02% | 236 |
|
|
2022
Q1 | $32K | Sell |
993
-1,225
| -55% | -$39.5K | 0.02% | 245 |
|
|
2021
Q4 | $61K | Buy |
2,218
+1,418
| +177% | +$39K | 0.04% | 214 |
|
|
2021
Q3 | $19K | Buy |
+800
| New | +$19K | 0.01% | 344 |
|