WFG Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1489 |
|
|
2017
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 1416 |
|
|
2016
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 1489 |
|
|
2016
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1481 |
|
|
2016
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1468 |
|
|
2016
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 1432 |
|
|
2015
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 1473 |
|
|
2015
Q3 | $1K | Sell |
28
-43
| -61% | -$1.54K | ﹤0.01% | 1504 |
|
|
2015
Q2 | $1K | Sell |
71
-77
| -52% | -$1.09K | ﹤0.01% | 1574 |
|
|
2015
Q1 | $3K | Hold |
148
| – | – | ﹤0.01% | 1473 |
|
|
2014
Q4 | $2K | Hold |
148
| – | – | ﹤0.01% | 1840 |
|
|
2014
Q3 | $2K | Buy |
148
+77
| +108% | +$1.04K | ﹤0.01% | 1861 |
|
|
2014
Q2 | $1K | Hold |
71
| – | – | ﹤0.01% | 1896 |
|
|
2014
Q1 | $1K | Sell |
71
-731
| -91% | -$10.3K | ﹤0.01% | 1890 |
|
|
2013
Q4 | $10K | Buy |
802
+514
| +178% | +$6.41K | ﹤0.01% | 1583 |
|
|
2013
Q3 | $3K | Sell |
288
-241
| -46% | -$2.51K | ﹤0.01% | 1851 |
|
|
2013
Q2 | $6K | Buy |
+529
| New | +$6K | ﹤0.01% | 1614 |
|