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Wealthcare Advisory Partners’s NiSource NI Stock Holding History

Wealthcare Advisory Partners’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-75
Closed -$2K – 1380
2021
Q1 		$2K Buy
+75
New +$1.69K ﹤0.01% 1894

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BC
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Wealthcare Advisory Partners's NI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of NiSource (NI) in Q2 2021, closing a stake of 75 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in NI in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 510 funds tracked by Wall St. Rank hold NI as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining NiSource position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 75 NiSource shares in Q2 2021, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in NiSource in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's NiSource position peaked at $2K in Q1 2021.
  • 510 funds tracked by Wall St. Rank held NiSource as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.