SeaCrest Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,625
| Closed | -$48K | – | 1180 |
|
|
2022
Q2 | $48K | Buy |
+1,625
| New | +$48K | 0.01% | 1139 |
|
|
2019
Q2 | – | Sell |
-266
| Closed | -$8K | – | 1373 |
|
|
2019
Q1 | $8K | Hold |
266
| – | – | ﹤0.01% | 1602 |
|
|
2018
Q4 | $7K | Buy |
266
+37
| +16% | +$974 | ﹤0.01% | 1603 |
|
|
2018
Q3 | $6K | Hold |
229
| – | – | ﹤0.01% | 1807 |
|
|
2018
Q2 | $6K | Hold |
229
| – | – | ﹤0.01% | 1774 |
|
|
2018
Q1 | $5K | Hold |
229
| – | – | ﹤0.01% | 1795 |
|
|
2017
Q4 | $6K | Buy |
+229
| New | +$6K | ﹤0.01% | 1766 |
|