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