High Net Worth Advisory Group’s NiSource NI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,266
| Closed | -$34.7K | – | 439 |
|
2022
Q4 | $34.7K | Hold |
1,266
| – | – | 0.01% | 376 |
|
2022
Q3 | $32K | Hold |
1,266
| – | – | 0.01% | 402 |
|
2022
Q2 | $37K | Hold |
1,266
| – | – | 0.02% | 366 |
|
2022
Q1 | $40K | Hold |
1,266
| – | – | 0.01% | 370 |
|
2021
Q4 | $35K | Buy |
+1,266
| New | +$35K | 0.01% | 386 |
|