Wealthfront’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $935K | Buy |
37,538
+2,630
| +8% | +$65.5K | 0.01% | 265 |
|
|
2018
Q2 | $917K | Sell |
34,908
-11,822
| -25% | -$311K | 0.01% | 268 |
|
|
2018
Q1 | $1.12M | Buy |
46,730
+35,116
| +302% | +$839K | 0.01% | 232 |
|
|
2017
Q4 | $298K | Buy |
11,614
+940
| +9% | +$24.1K | ﹤0.01% | 430 |
|
|
2017
Q3 | $273K | Sell |
10,674
-216
| -2% | -$5.52K | ﹤0.01% | 438 |
|
|
2017
Q2 | $276K | Buy |
10,890
+945
| +10% | +$24K | ﹤0.01% | 394 |
|
|
2017
Q1 | $237K | Buy |
9,945
+655
| +7% | +$15.6K | ﹤0.01% | 389 |
|
|
2016
Q4 | $206K | Buy |
9,290
+443
| +5% | +$9.82K | ﹤0.01% | 374 |
|
|
2016
Q3 | $213K | Buy |
8,847
+59
| +0.7% | +$1.42K | 0.01% | 355 |
|
|
2016
Q2 | $233K | Buy |
8,788
+297
| +3% | +$7.87K | 0.01% | 313 |
|
|
2016
Q1 | $200K | Buy |
+8,491
| New | +$200K | 0.01% | 324 |
|
|
2015
Q4 | – | Sell |
-5,817
| Closed | -$108K | – | 781 |
|
|
2015
Q3 | $108K | Sell |
5,817
-6,475
| -53% | -$120K | ﹤0.01% | 392 |
|
|
2015
Q2 | $220K | Buy |
12,292
+1,700
| +16% | +$30.4K | 0.01% | 244 |
|
|
2015
Q1 | $184K | Buy |
10,592
+435
| +4% | +$7.56K | 0.01% | 261 |
|
|
2014
Q4 | $169K | Buy |
10,157
+2,245
| +28% | +$37.4K | 0.01% | 256 |
|
|
2014
Q3 | $127K | Buy |
7,912
+3,288
| +71% | +$52.8K | 0.01% | 248 |
|
|
2014
Q2 | $69K | Buy |
4,624
+2,257
| +95% | +$33.7K | 0.01% | 303 |
|
|
2014
Q1 | $33K | Buy |
+2,367
| New | +$33K | ﹤0.01% | 353 |
|