Heritage Trust’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-66
| Closed | -$2K | – | 336 |
|
|
2018
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 403 |
|
|
2018
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 407 |
|
|
2018
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 380 |
|
|
2018
Q1 | $2K | Hold |
66
| – | – | ﹤0.01% | 358 |
|
|
2017
Q4 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 369 |
|
|
2017
Q2 | – | Sell |
-200
| Closed | -$5K | – | 343 |
|
|
2017
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 281 |
|