Beacon Pointe Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,001
| Closed | -$243K | – | 1234 |
|
|
2024
Q3 | $243K | Sell |
7,001
-5,864
| -46% | -$203K | ﹤0.01% | 1085 |
|
|
2024
Q2 | $371K | Sell |
12,865
-370
| -3% | -$10.7K | ﹤0.01% | 971 |
|
|
2024
Q1 | $366K | Buy |
13,235
+59
| +0.4% | +$1.63K | ﹤0.01% | 1019 |
|
|
2023
Q4 | $350K | Buy |
13,176
+405
| +3% | +$10.8K | ﹤0.01% | 1012 |
|
|
2023
Q3 | $315K | Sell |
12,771
-790
| -6% | -$19.5K | ﹤0.01% | 1038 |
|
|
2023
Q2 | $371K | Sell |
13,561
-800
| -6% | -$21.9K | 0.01% | 805 |
|
|
2023
Q1 | $402K | Buy |
14,361
+34
| +0.2% | +$951 | 0.01% | 829 |
|
|
2022
Q4 | $393K | Buy |
14,327
+1,810
| +14% | +$49.6K | 0.01% | 771 |
|
|
2022
Q3 | $317K | Buy |
12,517
+84
| +0.7% | +$2.13K | 0.01% | 778 |
|
|
2022
Q2 | $367K | Sell |
12,433
-363
| -3% | -$10.7K | 0.01% | 757 |
|
|
2022
Q1 | $407K | Buy |
+12,796
| New | +$407K | 0.01% | 869 |
|