Mosaic Family Wealth’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-800
| Closed | -$23K | – | 455 |
|
|
2019
Q1 | $23K | Hold |
800
| – | – | 0.01% | 420 |
|
|
2018
Q4 | $20K | Hold |
800
| – | – | 0.01% | 423 |
|
|
2018
Q3 | $21K | Hold |
800
| – | – | 0.01% | 432 |
|
|
2018
Q2 | $21K | Hold |
800
| – | – | 0.01% | 457 |
|
|
2018
Q1 | $19K | Hold |
800
| – | – | 0.01% | 441 |
|
|
2017
Q4 | $21K | Hold |
800
| – | – | 0.01% | 441 |
|
|
2017
Q3 | $20K | Hold |
800
| – | – | 0.01% | 464 |
|
|
2017
Q2 | $20K | Hold |
800
| – | – | 0.01% | 423 |
|
|
2017
Q1 | $19K | Hold |
800
| – | – | 0.01% | 435 |
|
|
2016
Q4 | $18K | Hold |
800
| – | – | 0.01% | 445 |
|
|
2016
Q3 | $19K | Hold |
800
| – | – | 0.01% | 448 |
|
|
2016
Q2 | $22K | Hold |
800
| – | – | 0.01% | 435 |
|
|
2016
Q1 | $18K | Hold |
800
| – | – | 0.01% | 453 |
|
|
2015
Q4 | $15K | Buy |
+800
| New | +$15K | 0.01% | 482 |
|