Atlas Capital Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-856
| Closed | -$21.1K | – | 916 |
|
|
2023
Q3 | $21.1K | Sell |
856
-434
| -34% | -$10.7K | ﹤0.01% | 633 |
|
|
2023
Q2 | $35.3K | Hold |
1,290
| – | – | 0.01% | 613 |
|
|
2023
Q1 | $36.1K | Hold |
1,290
| – | – | 0.01% | 611 |
|
|
2022
Q4 | $35.4K | Hold |
1,290
| – | – | 0.01% | 596 |
|
|
2022
Q3 | $32.5K | Hold |
1,290
| – | – | 0.01% | 592 |
|
|
2022
Q2 | $38K | Hold |
1,290
| – | – | 0.01% | 601 |
|
|
2022
Q1 | $41K | Hold |
1,290
| – | – | 0.01% | 566 |
|
|
2021
Q4 | $35.6K | Hold |
1,290
| – | – | 0.01% | 567 |
|
|
2021
Q3 | $31.3K | Hold |
1,290
| – | – | 0.01% | 584 |
|
|
2021
Q2 | $31.6K | Hold |
1,290
| – | – | 0.01% | 587 |
|
|
2021
Q1 | $31.1K | Sell |
1,290
-389
| -23% | -$9.38K | 0.01% | 541 |
|
|
2020
Q4 | $38.5K | Buy |
+1,679
| New | +$38.5K | 0.01% | 488 |
|
|
2019
Q1 | – | Sell |
-228
| Closed | -$5.78K | – | 583 |
|
|
2018
Q4 | $5.78K | Hold |
228
| – | – | ﹤0.01% | 536 |
|
|
2018
Q3 | $5.66K | Hold |
228
| – | – | ﹤0.01% | 523 |
|
|
2018
Q2 | $5.96K | Hold |
228
| – | – | ﹤0.01% | 489 |
|
|
2018
Q1 | $5.45K | Buy |
+228
| New | +$5.45K | ﹤0.01% | 500 |
|