Capital Directions Investment Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $82.3K | Buy |
+3,000
| New | +$82.3K | 0.03% | 87 |
|
2022
Q3 | – | Sell |
-3,000
| Closed | -$88K | – | 93 |
|
2022
Q2 | $88K | Hold |
3,000
| – | – | 0.03% | 93 |
|
2022
Q1 | $95K | Buy |
+3,000
| New | +$95K | 0.03% | 102 |
|
2021
Q4 | – | Sell |
-3,000
| Closed | -$73K | – | 161 |
|
2021
Q3 | $73K | Buy |
+3,000
| New | +$73K | 0.02% | 110 |
|