Berman Capital Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $22K | Buy |
962
+41
| +4% | +$938 | ﹤0.01% | 946 |
|
|
2021
Q2 | $21K | Sell |
921
-2
| -0.2% | -$46 | ﹤0.01% | 889 |
|
|
2021
Q1 | $21K | Buy |
923
+244
| +36% | +$5.55K | ﹤0.01% | 777 |
|
|
2020
Q4 | $15K | Sell |
679
-53
| -7% | -$1.17K | ﹤0.01% | 765 |
|
|
2020
Q3 | $16K | Buy |
732
+503
| +220% | +$11K | ﹤0.01% | 652 |
|
|
2020
Q2 | $4K | Sell |
229
-90
| -28% | -$1.57K | ﹤0.01% | 1070 |
|
|
2020
Q1 | $7K | Sell |
319
-57
| -15% | -$1.25K | ﹤0.01% | 785 |
|
|
2019
Q4 | $10K | Sell |
376
-131
| -26% | -$3.48K | ﹤0.01% | 748 |
|
|
2019
Q3 | $15K | Buy |
507
+182
| +56% | +$5.39K | ﹤0.01% | 594 |
|
|
2019
Q2 | $9K | Buy |
325
+161
| +98% | +$4.46K | ﹤0.01% | 776 |
|
|
2019
Q1 | $4K | Hold |
164
| – | – | ﹤0.01% | 928 |
|
|
2018
Q4 | $4K | Buy |
+164
| New | +$4K | ﹤0.01% | 749 |
|