C.M. Bidwell & Associates’s NiSource NI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-29
| Closed | -$1K | – | 593 |
|
2021
Q2 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 547 |
|
2020
Q1 | – | Sell |
-79
| Closed | -$2K | – | 423 |
|
2019
Q4 | $2K | Hold |
79
| – | – | ﹤0.01% | 383 |
|
2019
Q3 | $2K | Buy |
+79
| New | +$2K | ﹤0.01% | 393 |
|
2018
Q3 | – | Sell |
-10,570
| Closed | -$278K | – | 436 |
|
2018
Q2 | $278K | Sell |
10,570
-115
| -1% | -$3.03K | 0.26% | 106 |
|
2018
Q1 | $255K | Buy |
10,685
+540
| +5% | +$12.9K | 0.23% | 122 |
|
2017
Q4 | $260K | Sell |
10,145
-40
| -0.4% | -$1.03K | 0.22% | 122 |
|
2017
Q3 | $261K | Buy |
+10,185
| New | +$261K | 0.4% | 102 |
|
2016
Q4 | – | Sell |
-134,990
| Closed | -$3.26M | – | 283 |
|
2016
Q3 | $3.26M | Hold |
134,990
| – | – | 0.78% | 78 |
|
2016
Q2 | $3.58M | Buy |
+134,990
| New | +$3.58M | 0.89% | 64 |
|