Joel Isaacson & Co’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-590
| Closed | -$13K | – | 402 |
|
|
2016
Q4 | $13K | Hold |
590
| – | – | ﹤0.01% | 473 |
|
|
2016
Q3 | $14K | Hold |
590
| – | – | ﹤0.01% | 507 |
|
|
2016
Q2 | $16K | Sell |
590
-76
| -11% | -$2.06K | ﹤0.01% | 491 |
|
|
2016
Q1 | $16K | Hold |
666
| – | – | ﹤0.01% | 517 |
|
|
2015
Q4 | $13K | Buy |
666
+76
| +13% | +$1.48K | ﹤0.01% | 518 |
|
|
2015
Q3 | $11K | Sell |
590
-912
| -61% | -$17K | ﹤0.01% | 560 |
|
|
2015
Q2 | $27K | Hold |
1,502
| – | – | 0.01% | 456 |
|
|
2015
Q1 | $26K | Buy |
1,502
+624
| +71% | +$10.8K | 0.01% | 451 |
|
|
2014
Q4 | $15K | Hold |
878
| – | – | ﹤0.01% | 465 |
|
|
2014
Q3 | $14K | Hold |
878
| – | – | ﹤0.01% | 453 |
|
|
2014
Q2 | $14K | Hold |
878
| – | – | ﹤0.01% | 444 |
|
|
2014
Q1 | $12K | Hold |
878
| – | – | ﹤0.01% | 457 |
|
|
2013
Q4 | $11K | Hold |
878
| – | – | ﹤0.01% | 422 |
|
|
2013
Q3 | $11K | Hold |
878
| – | – | ﹤0.01% | 401 |
|
|
2013
Q2 | $10K | Buy |
+878
| New | +$10K | ﹤0.01% | 378 |
|