Winslow Evans & Crocker’s NiSource NI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-11,750
| Closed | -$312K | – | 1314 |
|
2016
Q2 | $312K | Buy |
11,750
+10,886
| +1,260% | +$289K | 0.09% | 213 |
|
2016
Q1 | $20.4K | Hold |
864
| – | – | 0.01% | 696 |
|
2015
Q4 | $16.9K | Hold |
864
| – | – | ﹤0.01% | 787 |
|
2015
Q3 | $16K | Sell |
864
-6,425
| -88% | -$119K | 0.01% | 780 |
|
2015
Q2 | $131K | Buy |
7,289
+2,199
| +43% | +$39.4K | 0.04% | 375 |
|
2015
Q1 | $88.3K | Sell |
5,090
-25,669
| -83% | -$445K | 0.03% | 443 |
|
2014
Q4 | $513K | Sell |
30,759
-6,047
| -16% | -$101K | 0.15% | 155 |
|
2014
Q3 | $593K | Buy |
36,806
+35,388
| +2,496% | +$570K | 0.17% | 138 |
|
2014
Q2 | $21.9K | Buy |
1,418
+11
| +0.8% | +$170 | 0.01% | 654 |
|
2014
Q1 | $19.6K | Buy |
1,407
+10
| +0.7% | +$140 | 0.01% | 680 |
|
2013
Q4 | $18K | Buy |
+1,397
| New | +$18K | 0.01% | 732 |
|