Benjamin F. Edwards & Company’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $9K | Sell |
302
-5,211
| -95% | -$155K | ﹤0.01% | 1749 |
|
|
2024
Q1 | $152K | Sell |
5,513
-672
| -11% | -$18.5K | ﹤0.01% | 986 |
|
|
2023
Q4 | $164K | Buy |
6,185
+451
| +8% | +$12K | ﹤0.01% | 934 |
|
|
2023
Q3 | $142K | Buy |
5,734
+888
| +18% | +$22K | 0.01% | 813 |
|
|
2023
Q2 | $133K | Buy |
4,846
+1,943
| +67% | +$53.3K | 0.01% | 825 |
|
|
2023
Q1 | $81K | Buy |
2,903
+1,828
| +170% | +$51K | ﹤0.01% | 967 |
|
|
2022
Q4 | $29K | Buy |
1,075
+434
| +68% | +$11.7K | ﹤0.01% | 1203 |
|
|
2022
Q3 | $16K | Sell |
641
-28
| -4% | -$699 | ﹤0.01% | 1302 |
|
|
2022
Q2 | $20K | Buy |
+669
| New | +$20K | ﹤0.01% | 1242 |
|
|
2021
Q4 | – | Sell |
-20
| Closed | – | – | 1748 |
|
|
2021
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1745 |
|
|
2015
Q2 | – | Sell |
-763
| Closed | -$13K | – | 1183 |
|
|
2015
Q1 | $13K | Hold |
763
| – | – | ﹤0.01% | 850 |
|
|
2014
Q4 | $13K | Hold |
763
| – | – | ﹤0.01% | 754 |
|
|
2014
Q3 | $12K | Sell |
763
-764
| -50% | -$12K | ﹤0.01% | 738 |
|
|
2014
Q2 | $24K | Hold |
1,527
| – | – | 0.01% | 578 |
|
|
2014
Q1 | $21K | Hold |
1,527
| – | – | 0.01% | 568 |
|
|
2013
Q4 | $20K | Buy |
+1,527
| New | +$20K | 0.01% | 538 |
|