ZWJ Investment Counsel’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,303
| Closed | -$290K | – | 233 |
|
|
2017
Q4 | $290K | Buy |
11,303
+318
| +3% | +$8.16K | 0.02% | 230 |
|
|
2017
Q3 | $281K | Sell |
10,985
-6,582
| -37% | -$168K | 0.02% | 229 |
|
|
2017
Q2 | $445K | Buy |
17,567
+7,114
| +68% | +$180K | 0.04% | 178 |
|
|
2017
Q1 | $249K | Buy |
+10,453
| New | +$249K | 0.02% | 274 |
|