Capital Asset Advisory Services’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,927
| Closed | -$440K | – | 608 |
|
|
2021
Q4 | $440K | Buy |
15,927
+406
| +3% | +$11.2K | 0.05% | 276 |
|
|
2021
Q3 | $376K | Buy |
15,521
+398
| +3% | +$9.64K | 0.04% | 302 |
|
|
2021
Q2 | $371K | Buy |
+15,123
| New | +$371K | 0.04% | 322 |
|
|
2021
Q1 | – | Sell |
-1,097
| Closed | -$25K | – | 1201 |
|
|
2020
Q4 | $25K | Buy |
+1,097
| New | +$25K | ﹤0.01% | 802 |
|