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 |
|