CAC
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Certified Advisory Corp’s NiSource NI Stock Holding History

Certified Advisory Corp’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-54
Closed -$1K – 245
2021
Q3 		$1K Buy
+54
New +$1.35K ﹤0.01% 246
2021
Q2 		– Sell
-2,406
Closed -$58K – 538
2021
Q1 		$58K Buy
+2,406
New +$54.2K 0.02% 326
2020
Q2 		$53K Buy
2,341
+21
+0.9% +$507 0.02% 300
2020
Q1 		$58K Buy
2,320
+16
+0.7% +$442 0.02% 256
2019
Q4 		$64K Buy
2,304
+17
+0.7% +$466 0.02% 286
2019
Q3 		$68K Buy
2,287
+15
+0.7% +$440 0.02% 277
2019
Q2 		$65K Buy
2,272
+16
+0.7% +$451 0.02% 279
2019
Q1 		$65K Buy
2,256
+17
+0.8% +$458 0.03% 265
2018
Q4 		$57K Buy
2,239
+17
+0.8% +$439 0.03% 262
2018
Q3 		$55K Buy
2,222
+16
+0.7% +$423 0.03% 283
2018
Q2 		$58K Buy
2,206
+18
+0.8% +$441 0.03% 261
2018
Q1 		$52K Buy
2,188
+18
+0.8% +$426 0.03% 263
2017
Q4 		$55K Buy
+2,170
New +$57.6K 0.04% 224

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