Zeke Capital Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-36,863
| Closed | -$1.03M | – | 422 |
|
|
2019
Q4 | $1.03M | Buy |
36,863
+16,645
| +82% | +$463K | 0.09% | 195 |
|
|
2019
Q3 | $605K | Sell |
20,218
-272
| -1% | -$8.14K | 0.05% | 325 |
|
|
2019
Q2 | $590K | Hold |
20,490
| – | – | 0.06% | 317 |
|
|
2019
Q1 | $587K | Buy |
20,490
+16
| +0.1% | +$458 | 0.05% | 324 |
|
|
2018
Q4 | $519K | Hold |
20,474
| – | – | 0.05% | 326 |
|
|
2018
Q3 | $510K | Hold |
20,474
| – | – | 0.04% | 397 |
|
|
2018
Q2 | $538K | Sell |
20,474
-2,127
| -9% | -$55.9K | 0.05% | 291 |
|
|
2018
Q1 | $540K | Buy |
+22,601
| New | +$540K | 0.05% | 316 |
|