Financial Architects (New Jersey)’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,903
| Closed | -$118K | – | 1426 |
|
|
2016
Q3 | $118K | Buy |
4,903
+4,788
| +4,163% | +$115K | 0.03% | 356 |
|
|
2016
Q2 | $3K | Hold |
115
| – | – | ﹤0.01% | 1195 |
|
|
2016
Q1 | $3K | Buy |
+115
| New | +$3K | ﹤0.01% | 957 |
|
|
2015
Q3 | – | Sell |
-1,430
| Closed | -$26K | – | 642 |
|
|
2015
Q2 | $26K | Buy |
1,430
+346
| +32% | +$6.29K | 0.01% | 566 |
|
|
2015
Q1 | $19K | Buy |
1,084
+153
| +16% | +$2.68K | 0.01% | 582 |
|
|
2014
Q4 | $16K | Hold |
931
| – | – | 0.01% | 571 |
|
|
2014
Q3 | $15K | Sell |
931
-499
| -35% | -$8.04K | 0.01% | 517 |
|
|
2014
Q2 | $22K | Buy |
+1,430
| New | +$22K | 0.01% | 482 |
|
|
2013
Q4 | – | Sell |
-499
| Closed | -$6K | – | 409 |
|
|
2013
Q3 | $6K | Buy |
+499
| New | +$6K | ﹤0.01% | 551 |
|