Gideon Capital Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-20,567
| Closed | -$573K | – | 141 |
|
|
2019
Q4 | $573K | Buy |
+20,567
| New | +$573K | 0.2% | 160 |
|
|
2018
Q4 | – | Sell |
-35,909
| Closed | -$895K | – | 464 |
|
|
2018
Q3 | $895K | Buy |
+35,909
| New | +$895K | 0.42% | 63 |
|
|
2017
Q1 | – | Sell |
-13,409
| Closed | -$297K | – | 473 |
|
|
2016
Q4 | $297K | Buy |
13,409
+1,479
| +12% | +$32.8K | 0.19% | 258 |
|
|
2016
Q3 | $288K | Buy |
+11,930
| New | +$288K | 0.17% | 139 |
|
|
2014
Q2 | – | Sell |
-211,787
| Closed | -$2.96M | – | 298 |
|
|
2014
Q1 | $2.96M | Buy |
+211,787
| New | +$2.96M | 1.64% | 7 |
|