WealthTrust Axiom’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-48,775
| Closed | -$812K | – | 237 |
|
|
2014
Q4 | $812K | Sell |
48,775
-4,326
| -8% | -$72K | 0.29% | 78 |
|
|
2014
Q3 | $855K | Hold |
53,101
| – | – | 0.3% | 74 |
|
|
2014
Q2 | $820K | Hold |
53,101
| – | – | 0.28% | 78 |
|
|
2014
Q1 | $741K | Sell |
53,101
-764
| -1% | -$10.7K | 0.27% | 78 |
|
|
2013
Q4 | $695K | Sell |
53,865
-7,126
| -12% | -$91.9K | 0.27% | 77 |
|
|
2013
Q3 | $740K | Hold |
60,991
| – | – | 0.3% | 74 |
|
|
2013
Q2 | $686K | Buy |
+60,991
| New | +$686K | 0.29% | 73 |
|