Squar Milner Financial Services’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-207
| Closed | -$5K | – | 537 |
|
|
2020
Q1 | $5K | Buy |
207
+11
| +6% | +$266 | ﹤0.01% | 595 |
|
|
2019
Q4 | $5K | Buy |
+196
| New | +$5K | ﹤0.01% | 641 |
|
|
2019
Q3 | – | Sell |
-226
| Closed | -$7K | – | 538 |
|
|
2019
Q2 | $7K | Sell |
226
-110
| -33% | -$3.41K | ﹤0.01% | 556 |
|
|
2019
Q1 | $9K | Hold |
336
| – | – | 0.01% | 542 |
|
|
2018
Q4 | $9K | Buy |
336
+115
| +52% | +$3.08K | 0.01% | 483 |
|
|
2018
Q3 | $6K | Buy |
221
+131
| +146% | +$3.56K | 0.01% | 579 |
|
|
2018
Q2 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 810 |
|