FWM
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ForthRight Wealth Management’s NiSource NI Stock Holding History

ForthRight Wealth Management’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-317
Closed -$7K – 138
2020
Q4 		$7K Buy
+317
New +$7.41K 0.01% 141

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MBA
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ForthRight Wealth Management's NI Position: Q1 2021 in Review

ForthRight Wealth Management sold out of NiSource (NI) in Q1 2021, closing a stake of 317 shares — an estimated $7K sold.

ForthRight Wealth Management first reported a position in NI in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 486 funds tracked by Wall St. Rank hold NI as of Q1 2021.

  • ForthRight Wealth Management reported no remaining NiSource position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 317 NiSource shares in Q1 2021, an estimated $7K.
  • ForthRight Wealth Management first reported a position in NiSource in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's NiSource position peaked at $7K in Q4 2020.
  • 486 funds tracked by Wall St. Rank held NiSource as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.