Ten Capital Wealth Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,231
| Closed | -$62.4K | – | 422 |
|
2023
Q1 | $62.4K | Hold |
2,231
| – | – | 0.02% | 204 |
|
2022
Q4 | $61.2K | Hold |
2,231
| – | – | 0.02% | 162 |
|
2022
Q3 | $56K | Sell |
2,231
-143
| -6% | -$3.59K | 0.03% | 150 |
|
2022
Q2 | $70K | Hold |
2,374
| – | – | 0.03% | 134 |
|
2022
Q1 | $75K | Buy |
+2,374
| New | +$75K | 0.03% | 126 |
|