Carroll Financial Associates’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $46K | Hold |
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|
2021
Q3 | $42K | Buy |
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|
2021
Q2 | $41K | Sell |
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|
2021
Q1 | $41K | Sell |
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|
2020
Q4 | $40K | Buy |
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|
2020
Q3 | $34K | Sell |
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|
2020
Q2 | $58K | Hold |
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|
2020
Q1 | $64K | Buy |
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|
2019
Q4 | $70K | Sell |
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|
2019
Q3 | $225K | Sell |
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|
2019
Q2 | $347K | Buy |
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|
2019
Q1 | $335K | Buy |
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|
2018
Q4 | $143K | Hold |
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|
2018
Q3 | $138K | Hold |
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|
2018
Q2 | $146K | Hold |
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|
2018
Q1 | $133K | Hold |
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|
2017
Q4 | $143K | Hold |
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|
2017
Q3 | $143K | Hold |
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|
2017
Q2 | $141K | Hold |
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|
2017
Q1 | $132K | Hold |
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|
2016
Q4 | $123K | Buy |
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|
2016
Q3 | $112K | Hold |
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|
2016
Q2 | $124K | Hold |
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|
2016
Q1 | $110K | Buy |
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|
2015
Q4 | $83K | Hold |
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|
2015
Q3 | $83K | Sell |
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|
2015
Q2 | $184K | Buy |
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|
2015
Q1 | $44K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $129K | Hold |
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|
2014
Q2 | $120K | Hold |
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|
2014
Q1 | $108K | Sell |
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|
2013
Q4 | $108K | Sell |
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|
2013
Q3 | $107K | Hold |
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|
2013
Q2 | $99K | Buy |
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