Disciplined Investments’s NiSource NI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-46
| Closed | -$1.26K | – | 1051 |
|
2023
Q2 | $1.26K | Buy |
46
+5
| +12% | +$137 | ﹤0.01% | 863 |
|
2023
Q1 | $1.15K | Sell |
41
-4
| -9% | -$112 | ﹤0.01% | 902 |
|
2022
Q4 | $1.23K | Sell |
45
-10
| -18% | -$274 | ﹤0.01% | 813 |
|
2022
Q3 | $1K | Buy |
55
+1
| +2% | +$18 | ﹤0.01% | 1004 |
|
2022
Q2 | $2K | Buy |
54
+5
| +10% | +$185 | ﹤0.01% | 703 |
|
2022
Q1 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 748 |
|