Evoke Wealth’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-404
| Closed | -$10K | – | 857 |
|
|
2022
Q3 | $10K | Hold |
404
| – | – | ﹤0.01% | 753 |
|
|
2022
Q2 | $12K | Hold |
404
| – | – | ﹤0.01% | 745 |
|
|
2022
Q1 | $13K | Hold |
404
| – | – | ﹤0.01% | 727 |
|
|
2021
Q4 | $11K | Buy |
404
+16
| +4% | +$436 | ﹤0.01% | 781 |
|
|
2021
Q3 | $9K | Sell |
388
-20
| -5% | -$464 | ﹤0.01% | 761 |
|
|
2021
Q2 | $10K | Hold |
408
| – | – | ﹤0.01% | 754 |
|
|
2021
Q1 | $10K | Hold |
408
| – | – | ﹤0.01% | 694 |
|
|
2020
Q4 | $9K | Hold |
408
| – | – | ﹤0.01% | 614 |
|
|
2020
Q3 | $9K | Hold |
408
| – | – | ﹤0.01% | 581 |
|
|
2020
Q2 | $9K | Sell |
408
-30
| -7% | -$662 | ﹤0.01% | 567 |
|
|
2020
Q1 | $10.9K | Sell |
438
-16
| -4% | -$400 | ﹤0.01% | 498 |
|
|
2019
Q4 | $12.6K | Hold |
454
| – | – | ﹤0.01% | 687 |
|
|
2019
Q3 | $13.6K | Buy |
+454
| New | +$13.6K | ﹤0.01% | 755 |
|