Baystate Wealth Management’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$3.56K Buy
134
+2
+2% +$53 ﹤0.01% 955
2023
Q3
$3.28K Buy
132
+1
+0.8% +$25 ﹤0.01% 743
2023
Q2
$3.6K Buy
131
+1
+0.8% +$27 ﹤0.01% 757
2023
Q1
$3.65K Buy
130
+1
+0.8% +$28 ﹤0.01% 734
2022
Q4
$4K Buy
129
+1
+0.8% +$31 ﹤0.01% 711
2022
Q3
$3K Buy
128
+1
+0.8% +$23 ﹤0.01% 705
2022
Q2
$4K Buy
127
+1
+0.8% +$31 ﹤0.01% 686
2022
Q1
$4K Buy
126
+1
+0.8% +$32 ﹤0.01% 682
2021
Q4
$3K Buy
125
+1
+0.8% +$24 ﹤0.01% 718
2021
Q3
$3K Buy
124
+1
+0.8% +$24 ﹤0.01% 653
2021
Q2
$3K Buy
123
+2
+2% +$49 ﹤0.01% 618
2021
Q1
$3K Buy
121
+1
+0.8% +$25 ﹤0.01% 564
2020
Q4
$3K Hold
120
﹤0.01% 538
2020
Q3
$3K Buy
120
+2
+2% +$50 ﹤0.01% 501
2020
Q2
$3K Hold
118
﹤0.01% 508
2020
Q1
$3K Buy
118
+1
+0.9% +$25 ﹤0.01% 475
2019
Q4
$3K Buy
117
+1
+0.9% +$26 ﹤0.01% 488
2019
Q3
$3K Buy
116
+1
+0.9% +$26 ﹤0.01% 457
2019
Q2
$3K Buy
115
+1
+0.9% +$26 ﹤0.01% 468
2019
Q1
$3K Buy
114
+1
+0.9% +$26 ﹤0.01% 474
2018
Q4
$3K Buy
113
+1
+0.9% +$27 ﹤0.01% 480
2018
Q3
$3K Hold
112
﹤0.01% 487
2018
Q2
$3K Buy
112
+1
+0.9% +$27 ﹤0.01% 505
2018
Q1
$3K Hold
111
﹤0.01% 470
2017
Q4
$3K Hold
111
﹤0.01% 473
2017
Q3
$3K Hold
111
﹤0.01% 458
2017
Q2
$3K Buy
111
+1
+0.9% +$27 ﹤0.01% 457
2017
Q1
$3K Buy
+110
New +$3K ﹤0.01% 432