U.S. 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-71,705
| Closed | -$2.48M | – | 820 |
|
|
2024
Q3 | $2.48M | Sell |
71,705
-1,071
| -1% | -$37.1K | 0.09% | 215 |
|
|
2024
Q2 | $2.1M | Sell |
72,776
-544
| -0.7% | -$15.7K | 0.08% | 235 |
|
|
2024
Q1 | $2.03M | Buy |
73,320
+368
| +0.5% | +$10.2K | 0.08% | 228 |
|
|
2023
Q4 | $1.94M | Buy |
+72,952
| New | +$1.94M | 0.08% | 235 |
|
|
2023
Q1 | – | Sell |
-1,658
| Closed | -$45.5K | – | 1201 |
|
|
2022
Q4 | $45.5K | Buy |
+1,658
| New | +$45.5K | ﹤0.01% | 909 |
|