Wealthspire Advisors (Maryland)’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,646
| Closed | -$76K | – | 1484 |
|
|
2019
Q1 | $76K | Buy |
2,646
+360
| +16% | +$10.3K | 0.01% | 741 |
|
|
2018
Q4 | $58K | Buy |
2,286
+654
| +40% | +$16.6K | 0.01% | 796 |
|
|
2018
Q3 | $41K | Buy |
1,632
+19
| +1% | +$477 | ﹤0.01% | 1034 |
|
|
2018
Q2 | $42K | Buy |
1,613
+72
| +5% | +$1.88K | ﹤0.01% | 1045 |
|
|
2018
Q1 | $37K | Sell |
1,541
-389
| -20% | -$9.34K | ﹤0.01% | 1100 |
|
|
2017
Q4 | $50K | Buy |
1,930
+353
| +22% | +$9.15K | ﹤0.01% | 1013 |
|
|
2017
Q3 | $40K | Buy |
1,577
+47
| +3% | +$1.19K | ﹤0.01% | 1057 |
|
|
2017
Q2 | $39K | Buy |
1,530
+130
| +9% | +$3.31K | ﹤0.01% | 1029 |
|
|
2017
Q1 | $33K | Buy |
1,400
+69
| +5% | +$1.63K | ﹤0.01% | 926 |
|
|
2016
Q4 | $29K | Buy |
1,331
+146
| +12% | +$3.18K | ﹤0.01% | 918 |
|
|
2016
Q3 | $29K | Hold |
1,185
| – | – | ﹤0.01% | 949 |
|
|
2016
Q2 | $31K | Buy |
1,185
+203
| +21% | +$5.31K | 0.01% | 856 |
|
|
2016
Q1 | $23K | Sell |
982
-39
| -4% | -$913 | ﹤0.01% | 928 |
|
|
2015
Q4 | $20K | Buy |
+1,021
| New | +$20K | ﹤0.01% | 967 |
|