Walled Lake Planning & Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-336
| Closed | -$8K | – | 315 |
|
|
2021
Q1 | $8K | Hold |
336
| – | – | 0.01% | 250 |
|
|
2020
Q4 | $8K | Hold |
336
| – | – | 0.01% | 227 |
|
|
2020
Q3 | $7K | Hold |
336
| – | – | 0.01% | 239 |
|
|
2020
Q2 | $8K | Hold |
336
| – | – | 0.01% | 221 |
|
|
2020
Q1 | $8K | Hold |
336
| – | – | 0.01% | 201 |
|
|
2019
Q4 | $9K | Buy |
+336
| New | +$9K | 0.01% | 207 |
|