Northwest Wealth Management’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 |
-2,258
| Closed | -$65K | – | 350 |
|
|
2019
Q1 | $65K | Hold |
2,258
| – | – | 0.05% | 198 |
|
|
2018
Q4 | $57K | Hold |
2,258
| – | – | 0.05% | 193 |
|
|
2018
Q3 | $56K | Hold |
2,258
| – | – | 0.04% | 206 |
|
|
2018
Q2 | $59K | Hold |
2,258
| – | – | 0.04% | 201 |
|
|
2018
Q1 | $54K | Buy |
+2,258
| New | +$54K | 0.04% | 205 |
|