Sage Private Wealth Group’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-912
| Closed | -$23K | – | 133 |
|
|
2022
Q3 | $23K | Hold |
912
| – | – | 0.03% | 108 |
|
|
2022
Q2 | $27K | Hold |
912
| – | – | 0.04% | 101 |
|
|
2022
Q1 | $29K | Hold |
912
| – | – | 0.03% | 107 |
|
|
2021
Q4 | $25K | Hold |
912
| – | – | 0.03% | 112 |
|
|
2021
Q3 | $22K | Buy |
+912
| New | +$22K | 0.03% | 115 |
|