Integrated Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-296
| Closed | -$7K | – | 746 |
|
|
2016
Q3 | $7K | Hold |
296
| – | – | ﹤0.01% | 837 |
|
|
2016
Q2 | $8K | Sell |
296
-61
| -17% | -$1.65K | ﹤0.01% | 821 |
|
|
2016
Q1 | $8K | Hold |
357
| – | – | ﹤0.01% | 755 |
|
|
2015
Q4 | $7K | Hold |
357
| – | – | ﹤0.01% | 863 |
|
|
2015
Q3 | $7K | Sell |
357
-837
| -70% | -$16.4K | ﹤0.01% | 861 |
|
|
2015
Q2 | $21K | Buy |
1,194
+285
| +31% | +$5.01K | 0.01% | 592 |
|
|
2015
Q1 | $15K | Buy |
+909
| New | +$15K | 0.01% | 655 |
|