FormulaFolio Investments’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-14,140
| Closed | -$362K | – | 260 |
|
|
2017
Q3 | $362K | Sell |
14,140
-732
| -5% | -$18.7K | 0.03% | 172 |
|
|
2017
Q2 | $377K | Buy |
14,872
+594
| +4% | +$15.1K | 0.03% | 153 |
|
|
2017
Q1 | $340K | Buy |
14,278
+635
| +5% | +$15.1K | 0.04% | 146 |
|
|
2016
Q4 | $302K | Buy |
+13,643
| New | +$302K | 0.04% | 143 |
|