Balasa Dinverno & Foltz’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $244K | Sell |
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|
2019
Q3 | $269K | Sell |
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|
2019
Q2 | $264K | Sell |
|
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|
2019
Q1 | $279K | Sell |
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|
2018
Q4 | $337K | Sell |
|
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|
2018
Q3 | $443K | Sell |
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|
2018
Q2 | $474K | Sell |
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|
2018
Q1 | $449K | Sell |
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|
2017
Q4 | $547K | Hold |
|
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|
2017
Q3 | $545K | Hold |
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|
2017
Q2 | $540K | Sell |
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|
2017
Q1 | $508K | Buy |
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|
2016
Q4 | $471K | Sell |
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|
2016
Q3 | $552K | Buy |
|
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|
2016
Q2 | $597K | Sell |
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|
2016
Q1 | $578K | Sell |
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|
2015
Q4 | $518K | Sell |
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|
2015
Q3 | $732K | Buy |
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