TrueWealth LLC’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $3K | Buy |
117
+1
| +0.9% | +$26 | ﹤0.01% | 615 |
|
|
2020
Q1 | $3K | Buy |
116
+1
| +0.9% | +$26 | ﹤0.01% | 617 |
|
|
2019
Q4 | $3K | Hold |
115
| – | – | ﹤0.01% | 647 |
|
|
2019
Q3 | $3K | Buy |
115
+1
| +0.9% | +$26 | ﹤0.01% | 616 |
|
|
2019
Q2 | $3K | Buy |
114
+1
| +0.9% | +$26 | ﹤0.01% | 625 |
|
|
2019
Q1 | $3K | Hold |
113
| – | – | ﹤0.01% | 640 |
|
|
2018
Q4 | $3K | Hold |
113
| – | – | ﹤0.01% | 627 |
|
|
2018
Q3 | $3K | Hold |
113
| – | – | ﹤0.01% | 687 |
|
|
2018
Q2 | $3K | Hold |
113
| – | – | ﹤0.01% | 697 |
|
|
2018
Q1 | $3K | Sell |
113
-15
| -12% | -$398 | ﹤0.01% | 660 |
|
|
2017
Q4 | $3K | Buy |
+128
| New | +$3K | ﹤0.01% | 764 |
|