Wealthspire Advisors (Maryland)’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-2,646
Closed -$76K 1485
2019
Q1
$76K Buy
2,646
+360
+16% +$9.71K 0.01% 741
2018
Q4
$58K Buy
2,286
+654
+40% +$16.9K 0.01% 797
2018
Q3
$41K Buy
1,632
+19
+1% +$503 ﹤0.01% 1036
2018
Q2
$42K Buy
1,613
+72
+5% +$1.76K ﹤0.01% 1047
2018
Q1
$37K Sell
1,541
-389
-20% -$9.21K ﹤0.01% 1100
2017
Q4
$50K Buy
1,930
+353
+22% +$9.37K ﹤0.01% 1013
2017
Q3
$40K Buy
1,577
+47
+3% +$1.24K ﹤0.01% 1057
2017
Q2
$39K Buy
1,530
+130
+9% +$3.24K ﹤0.01% 1029
2017
Q1
$33K Buy
1,400
+69
+5% +$1.58K ﹤0.01% 926
2016
Q4
$29K Buy
1,331
+146
+12% +$3.25K ﹤0.01% 918
2016
Q3
$29K Hold
1,185
﹤0.01% 949
2016
Q2
$31K Buy
1,185
+203
+21% +$4.87K 0.01% 856
2016
Q1
$23K Sell
982
-39
-4% -$836 ﹤0.01% 928
2015
Q4
$20K Buy
+1,021
New +$19.6K ﹤0.01% 967

Other funds holding NI