Center for Financial Planning’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-163
| Closed | -$4.47K | – | 551 |
|
|
2022
Q4 | $4.47K | Hold |
163
| – | – | ﹤0.01% | 419 |
|
|
2022
Q3 | $4K | Hold |
163
| – | – | ﹤0.01% | 447 |
|
|
2022
Q2 | $5K | Hold |
163
| – | – | ﹤0.01% | 422 |
|
|
2022
Q1 | $5K | Hold |
163
| – | – | ﹤0.01% | 431 |
|
|
2021
Q4 | $5K | Hold |
163
| – | – | ﹤0.01% | 433 |
|
|
2021
Q3 | $4K | Sell |
163
-189
| -54% | -$4.64K | ﹤0.01% | 420 |
|
|
2021
Q2 | $9K | Hold |
352
| – | – | ﹤0.01% | 378 |
|
|
2021
Q1 | $8K | Buy |
+352
| New | +$8K | ﹤0.01% | 412 |
|
|
2020
Q4 | – | Sell |
-352
| Closed | -$8K | – | 478 |
|
|
2020
Q3 | $8K | Hold |
352
| – | – | ﹤0.01% | 328 |
|
|
2020
Q2 | $8K | Hold |
352
| – | – | ﹤0.01% | 328 |
|
|
2020
Q1 | $9K | Hold |
352
| – | – | ﹤0.01% | 348 |
|
|
2019
Q4 | $10K | Buy |
+352
| New | +$10K | ﹤0.01% | 310 |
|