Heritage Wealth Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19
| Closed | -$529 | – | 537 |
|
|
2019
Q4 | $529 | Buy |
+19
| New | +$529 | ﹤0.01% | 698 |
|
|
2019
Q3 | – | Sell |
-51
| Closed | -$1.47K | – | 458 |
|
|
2019
Q2 | $1.47K | Hold |
51
| – | – | ﹤0.01% | 433 |
|
|
2019
Q1 | $1.46K | Buy |
51
+1
| +2% | +$29 | ﹤0.01% | 419 |
|
|
2018
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 374 |
|
|
2018
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 372 |
|