Focused Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-170
| Closed | -$3K | – | 697 |
|
|
2015
Q3 | $3K | Sell |
170
-4,727
| -97% | -$83.4K | ﹤0.01% | 545 |
|
|
2015
Q2 | $88K | Sell |
4,897
-330
| -6% | -$5.93K | 0.05% | 149 |
|
|
2015
Q1 | $91K | Buy |
5,227
+15
| +0.3% | +$261 | 0.06% | 142 |
|
|
2014
Q4 | $87K | Buy |
5,212
+15
| +0.3% | +$250 | 0.06% | 143 |
|
|
2014
Q3 | $84K | Buy |
5,197
+18
| +0.3% | +$291 | 0.06% | 149 |
|
|
2014
Q2 | $80K | Buy |
5,179
+25
| +0.5% | +$386 | 0.06% | 147 |
|
|
2014
Q1 | $72K | Buy |
5,154
+410
| +9% | +$5.73K | 0.06% | 144 |
|
|
2013
Q4 | $61K | Buy |
4,744
+28
| +0.6% | +$360 | 0.05% | 157 |
|
|
2013
Q3 | $57K | Buy |
+4,716
| New | +$57K | 0.05% | 151 |
|