Harvest Group Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,480
| Closed | -$34K | – | 469 |
|
|
2020
Q4 | $34K | Hold |
1,480
| – | – | 0.02% | 131 |
|
|
2020
Q3 | $33K | Hold |
1,480
| – | – | 0.02% | 118 |
|
|
2020
Q2 | $33K | Hold |
1,480
| – | – | 0.03% | 110 |
|
|
2020
Q1 | $36K | Sell |
1,480
-101
| -6% | -$2.46K | 0.04% | 92 |
|
|
2019
Q4 | $44K | Sell |
1,581
-254
| -14% | -$7.07K | 0.04% | 84 |
|
|
2019
Q3 | $55K | Buy |
1,835
+10
| +0.5% | +$300 | 0.07% | 72 |
|
|
2019
Q2 | $52K | Buy |
1,825
+10
| +0.6% | +$285 | 0.07% | 68 |
|
|
2019
Q1 | $52K | Buy |
+1,815
| New | +$52K | 0.05% | 86 |
|