CSat Investment Advisory’s NiSource NI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $99K | Buy |
4,121
+1,207
| +41% | +$29K | 0.08% | 89 |
|
2020
Q4 | $67K | Sell |
2,914
-5,513
| -65% | -$127K | 0.06% | 112 |
|
2020
Q3 | $185K | Sell |
8,427
-19,121
| -69% | -$420K | 0.02% | 288 |
|
2020
Q2 | $626K | Buy |
27,548
+5,995
| +28% | +$136K | 0.08% | 142 |
|
2020
Q1 | $538K | Buy |
21,553
+5,956
| +38% | +$149K | 0.11% | 120 |
|
2019
Q4 | $434K | Sell |
15,597
-3,801
| -20% | -$106K | 0.11% | 164 |
|
2019
Q3 | $580K | Sell |
19,398
-740
| -4% | -$22.1K | 0.18% | 96 |
|
2019
Q2 | $580K | Sell |
20,138
-4,203
| -17% | -$121K | 0.2% | 91 |
|
2019
Q1 | $698K | Sell |
24,341
-1,962
| -7% | -$56.3K | 0.35% | 69 |
|
2018
Q4 | $667K | Buy |
26,303
+1,865
| +8% | +$47.3K | 0.4% | 64 |
|
2018
Q3 | $609K | Sell |
24,438
-463
| -2% | -$11.5K | 0.35% | 73 |
|
2018
Q2 | $654K | Buy |
+24,901
| New | +$654K | 0.35% | 70 |
|