CPWM LLC’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $581K | Sell |
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|
2022
Q2 | $693K | Sell |
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|
2022
Q1 | $907K | Sell |
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|
2021
Q4 | $691K | Hold |
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|
2021
Q3 | $691K | Hold |
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|
2021
Q2 | $699K | Hold |
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|
2021
Q1 | $688K | Sell |
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|
2020
Q4 | $655K | Hold |
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|
2020
Q3 | $628K | Sell |
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|
2020
Q2 | $650K | Sell |
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|
2020
Q1 | $716K | Buy |
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|
2019
Q4 | $796K | Sell |
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|
2019
Q3 | $860K | Hold |
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|
2019
Q2 | $828K | Buy |
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|
2019
Q1 | $819K | Hold |
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|
2018
Q4 | $724K | Sell |
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|
2018
Q3 | $1.73M | Sell |
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|
2018
Q2 | $1.85M | Sell |
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|
2018
Q1 | $1.7M | Buy |
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