American Investment Services’s NiSource NI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-13,081
| Closed | -$300K | – | 135 |
|
2020
Q4 | $300K | Sell |
13,081
-17,276
| -57% | -$396K | 0.09% | 110 |
|
2020
Q3 | $668K | Hold |
30,357
| – | – | 0.22% | 77 |
|
2020
Q2 | $690K | Hold |
30,357
| – | – | 0.24% | 70 |
|
2020
Q1 | $758K | Sell |
30,357
-405
| -1% | -$10.1K | 0.29% | 66 |
|
2019
Q4 | $856K | Buy |
30,762
+405
| +1% | +$11.3K | 0.26% | 67 |
|
2019
Q3 | $908K | Buy |
30,357
+249
| +0.8% | +$7.45K | 0.29% | 61 |
|
2019
Q2 | $867K | Sell |
30,108
-136
| -0.4% | -$3.92K | 0.28% | 60 |
|
2019
Q1 | $867K | Buy |
+30,244
| New | +$867K | 0.28% | 53 |
|