Kore Private Wealth’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,500
| Closed | -$56K | – | 803 |
|
|
2020
Q2 | $56K | Hold |
2,500
| – | – | 0.01% | 434 |
|
|
2020
Q1 | $62K | Hold |
2,500
| – | – | 0.01% | 381 |
|
|
2019
Q4 | $70K | Buy |
+2,500
| New | +$70K | 0.01% | 435 |
|
|
2019
Q2 | – | Sell |
-2,500
| Closed | -$72K | – | 595 |
|
|
2019
Q1 | $72K | Hold |
2,500
| – | – | 0.02% | 326 |
|
|
2018
Q4 | $63K | Buy |
+2,500
| New | +$63K | 0.02% | 332 |
|