Tiedemann Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-41,440
| Closed | -$1.24M | – | 315 |
|
|
2019
Q3 | $1.24M | Buy |
41,440
+1,352
| +3% | +$40.5K | 0.06% | 153 |
|
|
2019
Q2 | $1.16M | Sell |
40,088
-17
| -0% | -$490 | 0.06% | 143 |
|
|
2019
Q1 | $1.15M | Sell |
40,105
-220
| -0.5% | -$6.3K | 0.05% | 200 |
|
|
2018
Q4 | $1.02M | Sell |
40,325
-49,043
| -55% | -$1.24M | 0.05% | 206 |
|
|
2018
Q3 | $2.23M | Buy |
89,368
+800
| +0.9% | +$19.9K | 0.13% | 99 |
|
|
2018
Q2 | $2.33M | Buy |
+88,568
| New | +$2.33M | 0.15% | 94 |
|
|
2017
Q3 | – | Sell |
-12,445
| Closed | -$316K | – | 425 |
|
|
2017
Q2 | $316K | Buy |
+12,445
| New | +$316K | 0.02% | 358 |
|