Independent Advisor Alliance’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,590
| Closed | -$289K | – | 513 |
|
|
2020
Q1 | $289K | Sell |
11,590
-3,632
| -24% | -$90.6K | 0.04% | 288 |
|
|
2019
Q4 | $424K | Buy |
15,222
+2,295
| +18% | +$63.9K | 0.02% | 569 |
|
|
2019
Q3 | $387K | Buy |
12,927
+1,997
| +18% | +$59.8K | 0.05% | 288 |
|
|
2019
Q2 | $315K | Sell |
10,930
-109
| -1% | -$3.14K | 0.05% | 289 |
|
|
2019
Q1 | $316K | Buy |
11,039
+215
| +2% | +$6.16K | 0.04% | 302 |
|
|
2018
Q4 | $274K | Buy |
+10,824
| New | +$274K | 0.05% | 306 |
|